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 99 · EIN 04-2675571 | Other Fees | $18,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $157,137 | $50,666+210.1% | $76,817+104.6% | $65,185+141.1% |
| Participation rate | 84.2% | 68.8%+15.4pp | 72.1%+12.2pp | 70.2%+14.0pp |
| Annual return | 20.78% | 28.51%-7.7pp | 1166.11%-1145.3pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,805 | $1,575+14.6% | $2,302-21.6% | $2,177-17.1% |
| Participant deferral / active EE | $6,030 | $2,647+127.8% | $3,336+80.8% | $3,514+71.6% |
| Admin fee / account holder | $368 | $463-20.6% | $6,420-94.3% | $847-56.6% |