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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $111,455 | $817,678-86.4% | $392,568-71.6% | $152,861-27.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 19.02% | 22.84%-3.8pp | 24.42%-5.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,657 | $5,502-69.9% | $3,783-56.2% | $4,762-65.2% |
| Participant deferral / active EE | $2,144 | $8,398-74.5% | $5,985-64.2% | $5,850-63.3% |
| Admin fee / account holder | $6,362 | $12,095-47.4% | $6,260+1.6% | $11,596-45.1% |