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 8-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 | $67,311 | $214,378-68.6% | $200,582-66.4% | $142,382-52.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.43% | 46.41%-30.0pp | 42.33%-25.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $16,451 | $6,841+140.5% | $6,419+156.3% | $4,299+282.7% |
| Participant deferral / active EE | $34,303 | $9,865+247.7% | $9,331+267.6% | $6,507+427.2% |
| Admin fee / account holder | $6,190 | $17,692-65.0% | $16,305-62.0% | $12,624-51.0% |