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 | $237,968 | $177,572+34.0% | $154,803+53.7% | $142,382+67.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.33% | 65.07%-45.7pp | 58.88%-39.6pp | 217.08%-197.7pp |
| Employer contribution / active EE | $50,206 | $4,810+943.7% | $4,305+1066.1% | $4,299+1067.8% |
| Participant deferral / active EE | $26,419 | $6,272+321.2% | $5,540+376.8% | $6,507+306.0% |
| Admin fee / account holder | $1,910 | $16,786-88.6% | $14,329-86.7% | $12,624-84.9% |