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 3-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 | $30,045 | $159,602-81.2% | $150,045-80.0% | $142,382-78.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 34.45% | 70.24%-35.8pp | 62.55%-28.1pp | 217.08%-182.6pp |
| Employer contribution / active EE | $26,546 | $4,961+435.1% | $4,693+465.6% | $4,299+517.5% |
| Participant deferral / active EE | $45,924 | $8,310+452.6% | $7,997+474.3% | $6,507+605.7% |
| Admin fee / account holder | $10,588 | $14,846-28.7% | $13,435-21.2% | $12,624-16.1% |