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 27 · EIN 95-3845382 | Advisory (Plan) | $11,131 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,028 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,951 | $80,753-34.4% | $136,294-61.1% | $62,292-15.0% |
| Participation rate | 60.3% | 73.5%-13.2pp | 81.9%-21.6pp | 69.5%-9.2pp |
| Annual return | 19.83% | 35.83%-16.0pp | 5155.94%-5136.1pp | 28.90%-9.1pp |
| Employer contribution / active EE | $100 | $2,884-96.5% | $4,695-97.9% | $2,042-95.1% |
| Participant deferral / active EE | $6,523 | $5,164+26.3% | $6,247+4.4% | $3,169+105.8% |
| Admin fee / account holder | $213 | $525-59.4% | $9,243-97.7% | $479-55.5% |