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 7-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 | $73,815 | $106,584-30.7% | $101,326-27.2% | $142,382-48.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.68% | 36.93%-24.2pp | 36.82%-24.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $23,825 | $3,956+502.3% | $3,665+550.0% | $4,299+454.2% |
| Participant deferral / active EE | $44,853 | $8,297+440.6% | $7,994+461.1% | $6,507+589.3% |
| Admin fee / account holder | $408 | $11,446-96.4% | $11,185-96.4% | $12,624-96.8% |