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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,775 | $109,817-38.3% | $98,442-31.2% | $167,490-59.5% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 12.10% | 1956.69%-1944.6pp | 1492.73%-1480.6pp | 478.56%-466.5pp |
| Employer contribution / active EE | $26,721 | $3,224+728.9% | $2,960+802.8% | $4,837+452.4% |
| Participant deferral / active EE | $47,058 | $4,673+907.0% | $4,276+1000.4% | $6,341+642.1% |
| Admin fee / account holder | $2,206 | $6,753-67.3% | $5,949-62.9% | $12,309-82.1% |