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 | $49,589 | $149,734-66.9% | $118,925-58.3% | $158,922-68.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 75.4%+14.6pp | 82.0%+8.0pp |
| Annual return | 15.73% | 19.95%-4.2pp | 35.88%-20.1pp | 302.83%-287.1pp |
| Employer contribution / active EE | $22,200 | $4,115+439.4% | $3,263+580.4% | $4,761+366.3% |
| Participant deferral / active EE | $8,920 | $5,223+70.8% | $4,265+109.2% | $5,982+49.1% |
| Admin fee / account holder | $507 | $8,603-94.1% | $6,581-92.3% | $11,246-95.5% |