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 12 · EIN 23-3038464 | Participant communication; Recordkeep... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,909 | $99,078-15.3% | $96,544-13.1% | $74,419+12.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 17.95% | 22.48%-4.5pp | 25.84%-7.9pp | 34.38%-16.4pp |
| Employer contribution / active EE | $5,604 | $2,570+118.0% | $2,965+89.0% | $2,637+112.5% |
| Participant deferral / active EE | $4,232 | $4,933-14.2% | $4,851-12.8% | $4,528-6.5% |
| Admin fee / account holder | $337 | $225+50.2% | $8,252-95.9% | $348-3.0% |