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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,211 | $64,119-46.6% | $112,228-69.5% | $66,914-48.9% |
| Participation rate | 43.8% | 68.5%-24.7pp | 75.1%-31.3pp | 69.8%-26.0pp |
| Annual return | -14.41% | -13.81%-0.6pp | 27.45%-41.9pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,708 | $3,005-9.9% | $3,635-25.5% | $2,544+6.4% |
| Participant deferral / active EE | $4,702 | $3,693+27.3% | $4,728-0.6% | $4,237+11.0% |
| Admin fee / account holder | $26 | $625-95.9% | $6,410-99.6% | $593-95.7% |