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 | $49,543 | $106,584-53.5% | $101,326-51.1% | $142,382-65.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.27% | 36.93%-19.7pp | 36.82%-19.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $6,494 | $3,956+64.2% | $3,665+77.2% | $4,299+51.1% |
| Participant deferral / active EE | $14,764 | $8,297+77.9% | $7,994+84.7% | $6,507+126.9% |
| Admin fee / account holder | $6,199 | $11,446-45.8% | $11,185-44.6% | $12,624-50.9% |