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 15 · EIN 01-0233346 | Recordkeeping | $3,094 |
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.
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 | $78,038 | $89,436-12.7% | $164,813-52.7% | $77,643+0.5% |
| Participation rate | 55.1% | 78.6%-23.5pp | 78.6%-23.5pp | 70.6%-15.5pp |
| Annual return | 15.09% | 28.83%-13.7pp | 69.93%-54.8pp | 31.24%-16.1pp |
| Employer contribution / active EE | $460 | $2,569-82.1% | $4,341-89.4% | $2,726-83.1% |
| Participant deferral / active EE | $2,908 | $4,897-40.6% | $6,031-51.8% | $4,647-37.4% |
| Admin fee / account holder | $359 | $339+5.8% | $12,690-97.2% | $430-16.6% |