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 | $232,800 | $138,044+68.6% | $125,339+85.7% | $134,475+73.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.32% | 750.33%-754.6pp | 572.05%-576.4pp | 417.96%-422.3pp |
| Employer contribution / active EE | $22,629 | $5,243+331.6% | $4,814+370.1% | $4,740+377.4% |
| Participant deferral / active EE | $6,050 | $7,799-22.4% | $7,446-18.8% | $6,400-5.5% |
| Admin fee / account holder | $11,864 | $11,571+2.5% | $10,010+18.5% | $11,426+3.8% |