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 | $33,683 | $106,584-68.4% | $101,326-66.8% | $142,382-76.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 18.24% | 36.93%-18.7pp | 36.82%-18.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $5,925 | $3,956+49.8% | $3,665+61.6% | $4,299+37.8% |
| Participant deferral / active EE | $7,487 | $8,297-9.8% | $7,994-6.3% | $6,507+15.1% |
| Admin fee / account holder | $7,587 | $11,446-33.7% | $11,185-32.2% | $12,624-39.9% |