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 | $109,370 | $127,386-14.1% | $115,037-4.9% | $125,391-12.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.75% | 31.28%-34.0pp | 26.14%-28.9pp | 282.22%-285.0pp |
| Employer contribution / active EE | $3,095 | $5,166-40.1% | $4,608-32.8% | $4,866-36.4% |
| Participant deferral / active EE | $8,257 | $6,423+28.6% | $6,026+37.0% | $5,352+54.3% |
| Admin fee / account holder | $9,483 | $9,516-0.4% | $8,175+16.0% | $9,540-0.6% |