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.
Employer 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 | $100,541 | $92,222+9.0% | $76,768+31.0% | $135,375-25.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -5.96% | 5.46%-11.4pp | 2.43%-8.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $275 | $3,216-91.4% | $2,485-88.9% | $4,779-94.2% |
| Participant deferral / active EE | $5,217 | $4,509+15.7% | $3,852+35.4% | $5,609-7.0% |
| Admin fee / account holder | $2,607 | $10,748-75.7% | $6,675-60.9% | $10,827-75.9% |