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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 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 99 · EIN 47-1411118 | Other Fees | $17,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,298 | $61,058-4.5% | $71,209-18.1% | $85,563-31.9% |
| Participation rate | 12.2% | 58.6%-46.3pp | 73.8%-61.5pp | 66.0%-53.7pp |
| Annual return | 14.72% | 100.41%-85.7pp | 282.51%-267.8pp | 31.51%-16.8pp |
| Employer contribution / active EE | $132 | $2,199-94.0% | $2,721-95.2% | $2,654-95.0% |
| Participant deferral / active EE | $1,259 | $3,173-60.3% | $4,175-69.8% | $4,375-71.2% |
| Admin fee / account holder | $118 | $855-86.2% | $5,349-97.8% | $834-85.9% |