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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $114,061 | $105,181+8.4% | $159,436-28.5% | $85,850+32.9% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.8%-1.3pp | 69.3%+12.2pp |
| Annual return | 16.06% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $4,056 | $3,318+22.2% | $4,829-16.0% | $2,565+58.1% |
| Participant deferral / active EE | $484 | $5,945-91.9% | $7,352-93.4% | $3,952-87.8% |
| Admin fee / account holder | $2,764 | $6,933-60.1% | $10,799-74.4% | $6,260-55.8% |