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 | $110,031 | $105,860+3.9% | $90,749+21.2% | $134,475-18.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.46% | -11.01%+0.5pp | -12.16%+1.7pp | 417.96%-428.4pp |
| Employer contribution / active EE | $1,570 | $3,462-54.6% | $2,921-46.2% | $4,740-66.9% |
| Participant deferral / active EE | $4,199 | $5,216-19.5% | $4,564-8.0% | $6,400-34.4% |
| Admin fee / account holder | $2,160 | $13,938-84.5% | $8,445-74.4% | $11,426-81.1% |