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 6-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 | $75,475 | $217,402-65.3% | $185,823-59.4% | $167,490-54.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.86% | 148.36%-127.5pp | 122.05%-101.2pp | 478.56%-457.7pp |
| Employer contribution / active EE | $24,162 | $5,873+311.4% | $5,167+367.6% | $4,837+399.5% |
| Participant deferral / active EE | $64,905 | $6,356+921.1% | $5,568+1065.7% | $6,341+923.5% |
| Admin fee / account holder | $2,242 | $19,811-88.7% | $16,237-86.2% | $12,309-81.8% |