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 4-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,152 | $106,584-80.2% | $101,326-79.1% | $142,382-85.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 1.72% | 36.93%-35.2pp | 36.82%-35.1pp | 217.08%-215.4pp |
| Employer contribution / active EE | $8,527 | $3,956+115.6% | $3,665+132.6% | $4,299+98.3% |
| Participant deferral / active EE | $3,378 | $8,297-59.3% | $7,994-57.7% | $6,507-48.1% |
| Admin fee / account holder | $9,321 | $11,446-18.6% | $11,185-16.7% | $12,624-26.2% |