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 | $89,595 | $74,888+19.6% | $71,209+25.8% | $142,382-37.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 33.29% | 345.14%-311.8pp | 282.51%-249.2pp | 217.08%-183.8pp |
| Employer contribution / active EE | $44,952 | $2,854+1474.9% | $2,721+1552.1% | $4,299+945.6% |
| Participant deferral / active EE | $10,689 | $4,454+140.0% | $4,175+156.0% | $6,507+64.3% |
| Admin fee / account holder | $28,154 | $5,568+405.6% | $5,349+426.4% | $12,624+123.0% |