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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,013 | $110,502-95.5% | $80,716-93.8% | $167,490-97.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 13.59% | 120.54%-106.9pp | 87.28%-73.7pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,397 | $1,543-9.4% | $1,160+20.5% | $4,837-71.1% |
| Participant deferral / active EE | $8,713 | $2,871+203.5% | $2,146+306.1% | $6,341+37.4% |
| Admin fee / account holder | $695 | $4,545-84.7% | $3,380-79.4% | $12,309-94.4% |