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 4-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 | $17,207 | $127,065-86.5% | $113,168-84.8% | $142,382-87.9% |
| Participation rate | 0.0% | 79.2%-79.2pp | 76.6%-76.6pp | 80.1%-80.1pp |
| Annual return | 26.05% | 24.03%+2.0pp | 24.27%+1.8pp | 217.08%-191.0pp |
| Employer contribution / active EE | $52,079 | $3,442+1413.0% | $2,975+1650.4% | $4,299+1111.4% |
| Participant deferral / active EE | $102,610 | $5,716+1695.0% | $5,107+1909.3% | $6,507+1476.9% |
| Admin fee / account holder | $1,936 | $15,736-87.7% | $12,068-84.0% | $12,624-84.7% |