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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.
See the 9-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 14 · EIN 36-3132823 | Plan Administrator | $55,730 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 71-3182674 | Custodial (other than securities); Tr... | $4,513 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,911 | $106,028-88.8% | $146,958-91.9% | $77,643-84.7% |
| Participation rate | 85.8% | 78.4%+7.5pp | 82.2%+3.7pp | 70.6%+15.2pp |
| Annual return | 19.09% | 56.73%-37.6pp | 418.34%-399.2pp | 31.24%-12.1pp |
| Employer contribution / active EE | $2,215 | $4,063-45.5% | $4,933-55.1% | $2,726-18.8% |
| Participant deferral / active EE | $2,929 | $7,990-63.3% | $8,070-63.7% | $4,647-37.0% |
| Admin fee / account holder | $47 | $337-86.2% | $12,998-99.6% | $430-89.1% |