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 | $70,973 | $106,890-33.6% | $84,015-15.5% | $152,861-53.6% |
| Participation rate | 0.0% | 75.2%-75.2pp | 69.0%-69.0pp | 82.4%-82.4pp |
| Annual return | 22.70% | 104.99%-82.3pp | 71.31%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $11,360 | $2,734+315.5% | $1,983+472.7% | $4,762+138.5% |
| Participant deferral / active EE | $26,564 | $4,011+562.2% | $3,239+720.2% | $5,850+354.1% |
| Admin fee / account holder | $1,035 | $8,285-87.5% | $6,101-83.0% | $11,596-91.1% |