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 | $73,074 | $105,998-31.1% | $92,233-20.8% | $147,584-50.5% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 14.91% | 50.05%-35.1pp | 176.28%-161.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,450 | $4,333-66.5% | $3,679-60.6% | $4,876-70.3% |
| Participant deferral / active EE | $2,708 | $4,478-39.5% | $3,897-30.5% | $5,439-50.2% |
| Admin fee / account holder | $2,982 | $6,332-52.9% | $5,194-42.6% | $10,885-72.6% |