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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $296,476 | $104,974+182.4% | $95,585+210.2% | $142,382+108.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.79% | 210.33%-198.5pp | 38.56%-26.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,920 | $2,779-30.9% | $2,527-24.0% | $4,299-55.3% |
| Participant deferral / active EE | $13,217 | $4,352+203.7% | $4,023+228.6% | $6,507+103.1% |
| Admin fee / account holder | $67,021 | $6,386+949.5% | $6,127+993.8% | $12,624+430.9% |