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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,897 | $95,561-94.9% | $77,163-93.7% | $139,434-96.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.55% | 54.92%-33.4pp | 37.87%-16.3pp | 372.94%-351.4pp |
| Employer contribution / active EE | $11,192 | $3,147+255.6% | $2,535+341.5% | $4,751+135.6% |
| Participant deferral / active EE | $13,318 | $4,624+188.0% | $3,833+247.4% | $6,710+98.5% |
| Admin fee / account holder | $346 | $8,295-95.8% | $5,472-93.7% | $11,403-97.0% |