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).
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 | $64,845 | $99,020-34.5% | $86,590-25.1% | $147,584-56.1% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 5.55% | 1312.34%-1306.8pp | 964.84%-959.3pp | 578.55%-573.0pp |
| Employer contribution / active EE | $1,242 | $3,132-60.3% | $2,839-56.3% | $4,876-74.5% |
| Participant deferral / active EE | $1,807 | $3,972-54.5% | $3,609-49.9% | $5,439-66.8% |
| Admin fee / account holder | $9,438 | $5,710+65.3% | $4,906+92.4% | $10,885-13.3% |