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.)
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 | $150,614 | $115,770+30.1% | $101,248+48.8% | $158,922-5.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.20% | 56.14%-31.9pp | 46.47%-22.3pp | 302.83%-278.6pp |
| Employer contribution / active EE | $8,427 | $4,175+101.9% | $3,660+130.3% | $4,761+77.0% |
| Participant deferral / active EE | $11,493 | $4,957+131.8% | $4,370+163.0% | $5,982+92.1% |
| Admin fee / account holder | $2,086 | $7,245-71.2% | $5,945-64.9% | $11,246-81.4% |