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 4-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 | $14,636 | $107,452-86.4% | $91,541-84.0% | $142,382-89.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.42% | 22.06%-5.6pp | 20.50%-4.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $25,443 | $2,994+749.7% | $2,505+915.9% | $4,299+491.8% |
| Participant deferral / active EE | $46,738 | $4,754+883.1% | $4,008+1066.2% | $6,507+618.2% |
| Admin fee / account holder | $399 | $8,834-95.5% | $6,956-94.3% | $12,624-96.8% |