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 | $116,028 | $90,348+28.4% | $75,972+52.7% | $145,922-20.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.59% | 620.88%-605.3pp | 359.55%-344.0pp | 561.29%-545.7pp |
| Employer contribution / active EE | $16,668 | $3,311+403.4% | $2,685+520.8% | $4,660+257.7% |
| Participant deferral / active EE | $44,006 | $5,162+752.6% | $4,255+934.1% | $6,688+558.0% |
| Admin fee / account holder | $20,468 | $8,467+141.7% | $6,467+216.5% | $13,397+52.8% |