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.)
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 | $15,142 | $124,281-87.8% | $109,143-86.1% | $167,490-91.0% |
| Participation rate | 54.5% | 79.4%-24.9pp | 75.9%-21.3pp | 82.1%-27.6pp |
| Annual return | 15.26% | 26.04%-10.8pp | 25.75%-10.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $3,034 | $4,207-27.9% | $3,722-18.5% | $4,837-37.3% |
| Participant deferral / active EE | $4,170 | $5,255-20.6% | $4,653-10.4% | $6,341-34.2% |
| Admin fee / account holder | $355 | $7,970-95.5% | $6,752-94.7% | $12,309-97.1% |