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 10-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 | $111,438 | $111,754-0.3% | $103,333+7.8% | $145,922-23.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 30.97% | 24.77%+6.2pp | 24.88%+6.1pp | 561.29%-530.3pp |
| Employer contribution / active EE | $5,904 | $4,212+40.1% | $3,868+52.6% | $4,660+26.7% |
| Participant deferral / active EE | $24,253 | $5,619+331.7% | $5,057+379.5% | $6,688+262.7% |
| Admin fee / account holder | $1,675 | $9,750-82.8% | $8,355-80.0% | $13,397-87.5% |