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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,010 | $148,534-87.9% | $135,903-86.7% | $139,434-87.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.46% | 79.19%-61.7pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,278 | $5,243-37.5% | $4,856-32.5% | $4,751-31.0% |
| Participant deferral / active EE | $2,063 | $8,100-74.5% | $7,758-73.4% | $6,710-69.3% |
| Admin fee / account holder | $336 | $12,400-97.3% | $10,762-96.9% | $11,403-97.1% |