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).
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 | $8,079 | $159,602-94.9% | $150,045-94.6% | $142,382-94.3% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 30.24% | 70.24%-40.0pp | 62.55%-32.3pp | 217.08%-186.8pp |
| Employer contribution / active EE | $23,629 | $4,961+376.3% | $4,693+403.5% | $4,299+449.6% |
| Participant deferral / active EE | $40,287 | $8,310+384.8% | $7,997+403.8% | $6,507+519.1% |
| Admin fee / account holder | $1,783 | $14,846-88.0% | $13,435-86.7% | $12,624-85.9% |