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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,014 | $133,922-45.5% | $116,228-37.2% | $142,382-48.7% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.6%-74.6pp | 80.1%-80.1pp |
| Annual return | 2.29% | 147.76%-145.5pp | 90.06%-87.8pp | 217.08%-214.8pp |
| Employer contribution / active EE | $22,495 | $3,446+552.9% | $2,994+651.2% | $4,299+423.2% |
| Participant deferral / active EE | $31,700 | $5,672+458.9% | $4,953+540.0% | $6,507+387.2% |
| Admin fee / account holder | $11,107 | $14,945-25.7% | $11,989-7.4% | $12,624-12.0% |