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 | $26,395 | $121,625-78.3% | $104,607-74.8% | $158,922-83.4% |
| Participation rate | 0.0% | 77.5%-77.5pp | 74.1%-74.1pp | 82.0%-82.0pp |
| Annual return | 17.67% | 465.26%-447.6pp | 340.46%-322.8pp | 302.83%-285.2pp |
| Employer contribution / active EE | $375 | $3,163-88.1% | $2,681-86.0% | $4,761-92.1% |
| Participant deferral / active EE | $22,469 | $4,177+437.9% | $3,740+500.8% | $5,982+275.6% |
| Admin fee / account holder | $2,938 | $7,787-62.3% | $6,473-54.6% | $11,246-73.9% |