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.)
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 | $55,797 | $148,978-62.5% | $200,582-72.2% | $84,808-34.2% |
| Participation rate | 81.3% | 84.2%-3.0pp | 86.9%-5.6pp | 68.3%+12.9pp |
| Annual return | 16.94% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,129 | $4,815-35.0% | $6,419-51.3% | $2,631+18.9% |
| Participant deferral / active EE | $3,543 | $7,142-50.4% | $9,331-62.0% | $4,212-15.9% |
| Admin fee / account holder | $3,004 | $13,977-78.5% | $16,305-81.6% | $7,344-59.1% |