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 9-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 | $30,268 | $106,584-71.6% | $101,326-70.1% | $142,382-78.7% |
| Participation rate | 63.6% | 82.7%-19.1pp | 81.5%-17.9pp | 80.1%-16.5pp |
| Annual return | 14.38% | 36.93%-22.5pp | 36.82%-22.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $368 | $3,956-90.7% | $3,665-90.0% | $4,299-91.4% |
| Participant deferral / active EE | $5,090 | $8,297-38.6% | $7,994-36.3% | $6,507-21.8% |
| Admin fee / account holder | $5,478 | $11,446-52.1% | $11,185-51.0% | $12,624-56.6% |