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 | $150,997 | $104,907+43.9% | $84,611+78.5% | $152,861-1.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 15.29% | 373.79%-358.5pp | 258.74%-243.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $37,000 | $3,302+1020.7% | $2,652+1295.1% | $4,762+676.9% |
| Participant deferral / active EE | $25,000 | $4,688+433.3% | $3,899+541.2% | $5,850+327.3% |
| Admin fee / account holder | $1,677 | $6,241-73.1% | $4,912-65.9% | $11,596-85.5% |