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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,430 | $159,602-45.2% | $150,045-41.7% | $142,382-38.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 2.68% | 70.24%-67.6pp | 62.55%-59.9pp | 217.08%-214.4pp |
| Employer contribution / active EE | $2,894 | $4,961-41.7% | $4,693-38.3% | $4,299-32.7% |
| Participant deferral / active EE | $3,201 | $8,310-61.5% | $7,997-60.0% | $6,507-50.8% |
| Admin fee / account holder | $16,668 | $14,846+12.3% | $13,435+24.1% | $12,624+32.0% |