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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.
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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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,461 | $64,119-32.2% | $112,228-61.3% | $66,914-35.0% |
| Participation rate | 55.8% | 68.5%-12.7pp | 75.1%-19.3pp | 69.8%-14.0pp |
| Annual return | -18.54% | -13.81%-4.7pp | 27.45%-46.0pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,805 | $3,005-39.9% | $3,635-50.3% | $2,544-29.1% |
| Participant deferral / active EE | $3,176 | $3,693-14.0% | $4,728-32.8% | $4,237-25.0% |
| Admin fee / account holder | $413 | $625-33.9% | $6,410-93.6% | $593-30.3% |