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.
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 | $11,204 | $114,237-90.2% | $119,258-90.6% | $167,490-93.3% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.7%-32.7pp | 82.1%-32.1pp |
| Annual return | 12.43% | 29.87%-17.4pp | 30.69%-18.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $36,318 | $4,481+710.5% | $4,384+728.4% | $4,837+650.8% |
| Participant deferral / active EE | $84,381 | $6,084+1287.0% | $6,111+1280.8% | $6,341+1230.7% |
| Admin fee / account holder | $2,305 | $8,932-74.2% | $7,226-68.1% | $12,309-81.3% |