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 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,021 | $102,317+111.1% | $146,958+47.0% | $80,856+167.2% |
| Participation rate | 53.4% | 75.8%-22.4pp | 82.2%-28.7pp | 67.6%-14.2pp |
| Annual return | 13.19% | 134.76%-121.6pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,332 | $3,713-37.2% | $4,933-52.7% | $2,755-15.3% |
| Participant deferral / active EE | $10,398 | $6,644+56.5% | $8,070+28.9% | $4,296+142.1% |
| Admin fee / account holder | $56 | $7,941-99.3% | $12,998-99.6% | $6,918-99.2% |