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 21 · EIN 16-0373410 | Bank Trustee | $4,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,598 | $58,264-90.4% | $86,612-93.5% | $71,457-92.2% |
| Participation rate | 68.2% | 65.0%+3.2pp | 71.7%-3.5pp | 67.9%+0.2pp |
| Annual return | 18.64% | 21.63%-3.0pp | 591.07%-572.4pp | 28.85%-10.2pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,230 | $3,436-64.2% | $4,438-72.3% | $4,289-71.3% |
| Admin fee / account holder | $22 | $1,057-97.9% | $5,614-99.6% | $1,587-98.6% |