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 | $202,997 | $175,202+15.9% | $149,673+35.6% | $139,434+45.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 34.20% | 166.71%-132.5pp | 134.42%-100.2pp | 372.94%-338.7pp |
| Employer contribution / active EE | $17,658 | $5,474+222.6% | $4,818+266.5% | $4,751+271.7% |
| Participant deferral / active EE | $26,250 | $6,519+302.7% | $5,680+362.1% | $6,710+291.2% |
| Admin fee / account holder | $3,881 | $16,150-76.0% | $13,210-70.6% | $11,403-66.0% |