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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,359 | $133,958-91.5% | $112,228-89.9% | $134,475-91.6% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -10.73% | 47.11%-57.8pp | 27.45%-38.2pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,453 | $4,038-64.0% | $3,635-60.0% | $4,740-69.3% |
| Participant deferral / active EE | $3,883 | $5,291-26.6% | $4,728-17.9% | $6,400-39.3% |
| Admin fee / account holder | $918 | $7,489-87.7% | $6,410-85.7% | $11,426-92.0% |