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).
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 | $38,760 | $159,602-75.7% | $150,045-74.2% | $142,382-72.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 15.92% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,638 | $4,961-46.8% | $4,693-43.8% | $4,299-38.6% |
| Participant deferral / active EE | $4,733 | $8,310-43.0% | $7,997-40.8% | $6,507-27.3% |
| Admin fee / account holder | $26,706 | $14,846+79.9% | $13,435+98.8% | $12,624+111.6% |