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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $957,559 | $111,754+756.8% | $103,333+826.7% | $145,922+556.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.66% | 24.77%-23.1pp | 24.88%-23.2pp | 561.29%-559.6pp |
| Employer contribution / active EE | $2,630 | $4,212-37.6% | $3,868-32.0% | $4,660-43.6% |
| Participant deferral / active EE | $17,500 | $5,619+211.5% | $5,057+246.0% | $6,688+161.7% |
| Admin fee / account holder | $3,347 | $9,750-65.7% | $8,355-59.9% | $13,397-75.0% |