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.)
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 | $55,944 | $104,974-46.7% | $95,585-41.5% | $142,382-60.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 8.42% | 210.33%-201.9pp | 38.56%-30.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $4,227 | $2,779+52.1% | $2,527+67.3% | $4,299-1.7% |
| Participant deferral / active EE | $14,931 | $4,352+243.1% | $4,023+271.2% | $6,507+129.4% |
| Admin fee / account holder | $16,759 | $6,386+162.4% | $6,127+173.5% | $12,624+32.8% |