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 7-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 | $128,950 | $168,632-23.5% | $147,614-12.6% | $125,391+2.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.05% | 77.65%-78.7pp | 61.98%-63.0pp | 282.22%-283.3pp |
| Employer contribution / active EE | $18,807 | $6,252+200.8% | $5,564+238.0% | $4,866+286.5% |
| Participant deferral / active EE | $23,000 | $5,507+317.7% | $4,895+369.8% | $5,352+329.8% |
| Admin fee / account holder | $8,864 | $13,580-34.7% | $11,611-23.7% | $9,540-7.1% |