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 | $194,668 | $107,452+81.2% | $91,541+112.7% | $142,382+36.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.69% | 22.06%-7.4pp | 20.50%-5.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,973 | $2,994+66.1% | $2,505+98.6% | $4,299+15.7% |
| Participant deferral / active EE | $34,025 | $4,754+615.7% | $4,008+749.0% | $6,507+422.9% |
| Admin fee / account holder | $10,143 | $8,834+14.8% | $6,956+45.8% | $12,624-19.6% |