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 | $83,498 | $95,862-12.9% | $79,550+5.0% | $134,475-37.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.29% | -2.69%-12.6pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $11,372 | $3,128+263.6% | $2,413+371.3% | $4,740+139.9% |
| Participant deferral / active EE | $72,084 | $4,693+1436.0% | $3,985+1708.8% | $6,400+1026.4% |
| Admin fee / account holder | $564 | $9,126-93.8% | $6,832-91.7% | $11,426-95.1% |