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.)
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 | $75,738 | $133,922-43.4% | $116,228-34.8% | $142,382-46.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 12.33% | 147.76%-135.4pp | 90.06%-77.7pp | 217.08%-204.7pp |
| Employer contribution / active EE | $19,443 | $3,446+464.3% | $2,994+549.3% | $4,299+352.3% |
| Participant deferral / active EE | $22,334 | $5,672+293.7% | $4,953+350.9% | $6,507+243.2% |
| Admin fee / account holder | $8,225 | $14,945-45.0% | $11,989-31.4% | $12,624-34.8% |