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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,368 | $127,065-91.1% | $113,168-90.0% | $142,382-92.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 53.85% | 24.03%+29.8pp | 24.27%+29.6pp | 217.08%-163.2pp |
| Employer contribution / active EE | $13,272 | $3,442+285.6% | $2,975+346.1% | $4,299+208.7% |
| Participant deferral / active EE | $26,713 | $5,716+367.3% | $5,107+423.1% | $6,507+310.5% |
| Admin fee / account holder | $1,981 | $15,736-87.4% | $12,068-83.6% | $12,624-84.3% |