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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $538,452 | $106,584+405.2% | $101,326+431.4% | $142,382+278.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.11% | 36.93%-20.8pp | 36.82%-20.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,178 | $3,956+5.6% | $3,665+14.0% | $4,299-2.8% |
| Participant deferral / active EE | $20,964 | $8,297+152.7% | $7,994+162.2% | $6,507+222.2% |
| Admin fee / account holder | $38,727 | $11,446+238.3% | $11,185+246.2% | $12,624+206.8% |