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 | $121,028 | $100,754+20.1% | $86,677+39.6% | $134,475-10.0% |
| Participation rate | 88.2% | 78.9%+9.3pp | 76.6%+11.7pp | 81.2%+7.0pp |
| Annual return | -6.18% | 29.04%-35.2pp | 35.91%-42.1pp | 417.96%-424.1pp |
| Employer contribution / active EE | $617 | $3,489-82.3% | $2,836-78.2% | $4,740-87.0% |
| Participant deferral / active EE | $3,821 | $5,338-28.4% | $4,656-17.9% | $6,400-40.3% |
| Admin fee / account holder | $20,481 | $10,926+87.4% | $7,493+173.3% | $11,426+79.2% |