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 | $43,822 | $159,602-72.5% | $150,045-70.8% | $142,382-69.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -23.61% | 70.24%-93.8pp | 62.55%-86.2pp | 217.08%-240.7pp |
| Employer contribution / active EE | $11,438 | $4,961+130.6% | $4,693+143.7% | $4,299+166.1% |
| Participant deferral / active EE | $34,650 | $8,310+317.0% | $7,997+333.3% | $6,507+432.5% |
| Admin fee / account holder | $3,496 | $14,846-76.5% | $13,435-74.0% | $12,624-72.3% |