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 7-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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $466,657 | $109,982+324.3% | $97,226+380.0% | $145,922+219.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -22.76% | 242.90%-265.7pp | 75.13%-97.9pp | 561.29%-584.1pp |
| Employer contribution / active EE | $4,632 | $3,084+50.2% | $2,729+69.7% | $4,660-0.6% |
| Participant deferral / active EE | $6,638 | $4,676+42.0% | $4,264+55.7% | $6,688-0.7% |
| Admin fee / account holder | $25,093 | $6,221+303.4% | $5,654+343.8% | $13,397+87.3% |