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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,742 | $167,307-76.8% | $143,757-73.1% | $134,475-71.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -25.53% | 0.46%-26.0pp | -0.04%-25.5pp | 417.96%-443.5pp |
| Employer contribution / active EE | $7,631 | $5,619+35.8% | $4,951+54.1% | $4,740+61.0% |
| Participant deferral / active EE | $7,501 | $6,446+16.4% | $5,637+33.1% | $6,400+17.2% |
| Admin fee / account holder | $619 | $18,088-96.6% | $14,673-95.8% | $11,426-94.6% |