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 26 · EIN 04-2675571 | Advisory (Participants) | $0 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,288 | $37,196+5.6% | $154,107-74.5% | $55,725-29.5% |
| Participation rate | 16.3% | 64.1%-47.8pp | 83.0%-66.7pp | 70.9%-54.6pp |
| Annual return | -6.65% | 1319.68%-1326.3pp | 735.12%-741.8pp | 244.93%-251.6pp |
| Employer contribution / active EE | $417 | $1,614-74.2% | $5,298-92.1% | $2,078-80.0% |
| Participant deferral / active EE | $1,805 | $2,068-12.7% | $5,081-64.5% | $3,356-46.2% |
| Admin fee / account holder | $258 | $102+154.2% | $13,411-98.1% | $115+124.2% |