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 7-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.
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 | $4,926 | $75,125-93.4% | $289,028-98.3% | $75,125-93.4% |
| Participation rate | 16.0% | 56.0%-40.0pp | 78.0%-61.9pp | 56.0%-40.0pp |
| Annual return | 19.26% | 14.51%+4.8pp | 243.94%-224.7pp | 14.51%+4.8pp |
| Employer contribution / active EE | $0 | $3,379-100.0% | $6,326-100.0% | $3,379-100.0% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,804-100.0% | $2,962-100.0% |
| Admin fee / account holder | $166 | $1,235-86.5% | $14,050-98.8% | $1,235-86.5% |