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 | $86,022 | $76,000+13.2% | $154,107-44.2% | $64,186+34.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.50% | 30.32%-31.8pp | 735.12%-736.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $4,154 | $3,351+24.0% | $5,298-21.6% | $2,381+74.5% |
| Participant deferral / active EE | $4,590 | $3,175+44.6% | $5,081-9.7% | $3,470+32.3% |
| Admin fee / account holder | $2,425 | $5,596-56.7% | $13,411-81.9% | $4,888-50.4% |