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 6-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.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,578 | $98,750-93.3% | $149,696-95.6% | $79,858-91.8% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.6%+13.1pp |
| Annual return | 30.29% | 27.43%+2.9pp | 276.60%-246.3pp | 31.71%-1.4pp |
| Employer contribution / active EE | $5,731 | $3,216+78.2% | $4,644+23.4% | $2,471+132.0% |
| Participant deferral / active EE | $7,162 | $5,680+26.1% | $6,842+4.7% | $3,740+91.5% |
| Admin fee / account holder | $30 | $6,053-99.5% | $9,309-99.7% | $5,306-99.4% |