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 5-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 | $91,527 | $158,398-42.2% | $126,539-27.7% | $142,382-35.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.72% | 593.76%-574.0pp | 425.95%-406.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $9,577 | $4,650+106.0% | $3,674+160.7% | $4,299+122.8% |
| Participant deferral / active EE | $10,445 | $4,767+119.1% | $4,083+155.8% | $6,507+60.5% |
| Admin fee / account holder | $1,016 | $6,918-85.3% | $6,065-83.3% | $12,624-92.0% |