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 | $141,846 | $177,572-20.1% | $154,803-8.4% | $142,382-0.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.97% | 65.07%-54.1pp | 58.88%-47.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $5,469 | $4,810+13.7% | $4,305+27.0% | $4,299+27.2% |
| Participant deferral / active EE | $9,609 | $6,272+53.2% | $5,540+73.4% | $6,507+47.7% |
| Admin fee / account holder | $7,647 | $16,786-54.4% | $14,329-46.6% | $12,624-39.4% |