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 19 · EIN 51-0396365 | Securities Custodian | $22,730 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Share... | $170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,157 | $36,916+33.2% | $156,549-68.6% | $57,658-14.7% |
| Participation rate | 50.0% | 63.4%-13.4pp | 84.0%-34.0pp | 70.2%-20.2pp |
| Annual return | 6.17% | 12.38%-6.2pp | 32.23%-26.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $632 | $1,571-59.8% | $5,501-88.5% | $1,974-68.0% |
| Participant deferral / active EE | $1,562 | $1,926-18.9% | $4,871-67.9% | $3,061-49.0% |
| Admin fee / account holder | $69 | $82-15.9% | $13,027-99.5% | $95-26.6% |