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 | $125,882 | $118,450+6.3% | $98,439+27.9% | $139,434-9.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.60% | 18.94%-6.3pp | 21.16%-8.6pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,493 | $3,609-58.6% | $3,048-51.0% | $4,751-68.6% |
| Participant deferral / active EE | $4,026 | $5,392-25.3% | $4,738-15.0% | $6,710-40.0% |
| Admin fee / account holder | $1,977 | $14,026-85.9% | $8,948-77.9% | $11,403-82.7% |