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 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,115 | $177,572-74.0% | $154,803-70.2% | $142,382-67.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.88% | 65.07%-54.2pp | 58.88%-48.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $15,264 | $4,810+217.3% | $4,305+254.5% | $4,299+255.1% |
| Participant deferral / active EE | $32,642 | $6,272+420.5% | $5,540+489.2% | $6,507+401.6% |
| Admin fee / account holder | $10,717 | $16,786-36.2% | $14,329-25.2% | $12,624-15.1% |