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 8-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 | $29,449 | $118,450-75.1% | $98,439-70.1% | $139,434-78.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.93% | 18.94%-6.0pp | 21.16%-8.2pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,115 | $3,609-13.7% | $3,048+2.2% | $4,751-34.4% |
| Participant deferral / active EE | $4,612 | $5,392-14.5% | $4,738-2.7% | $6,710-31.3% |
| Admin fee / account holder | $570 | $14,026-95.9% | $8,948-93.6% | $11,403-95.0% |