See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,268 | $118,680-66.1% | $98,907-59.3% | $158,922-74.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.01% | 372.35%-361.3pp | 196.43%-185.4pp | 302.83%-291.8pp |
| Employer contribution / active EE | $10,039 | $3,333+201.2% | $2,689+273.3% | $4,761+110.9% |
| Participant deferral / active EE | $6,146 | $5,088+20.8% | $4,244+44.8% | $5,982+2.7% |
| Admin fee / account holder | $3,164 | $10,131-68.8% | $6,642-52.4% | $11,246-71.9% |