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 | $51,592 | $214,378-75.9% | $200,582-74.3% | $142,382-63.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 37.22% | 46.41%-9.2pp | 42.33%-5.1pp | 217.08%-179.9pp |
| Employer contribution / active EE | $10,821 | $6,841+58.2% | $6,419+68.6% | $4,299+151.7% |
| Participant deferral / active EE | $33,657 | $9,865+241.2% | $9,331+260.7% | $6,507+417.2% |
| Admin fee / account holder | $6,563 | $17,692-62.9% | $16,305-59.7% | $12,624-48.0% |