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 3-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $1,992 | $123,909-98.4% | $69,647-97.1% | $145,922-98.6% |
| Participation rate | 33.3% | 69.2%-35.9pp | 66.5%-33.1pp | 80.3%-46.9pp |
| Annual return | 33.05% | 190.55%-157.5pp | 100.48%-67.4pp | 561.29%-528.2pp |
| Employer contribution / active EE | $10,950 | $2,682+308.3% | $1,712+539.4% | $4,660+135.0% |
| Participant deferral / active EE | $27,981 | $4,236+560.6% | $2,886+869.6% | $6,688+318.4% |
| Admin fee / account holder | $858 | $7,863-89.1% | $4,713-81.8% | $13,397-93.6% |