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 6-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 28 · EIN 35-1859469 | Investment Management | $35,125 |
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $34,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,526 | $56,485+118.7% | $185,823-33.5% | $86,799+42.3% |
| Participation rate | 67.5% | 65.5%+2.0pp | 81.7%-14.2pp | 72.3%-4.8pp |
| Annual return | 12.57% | 118.04%-105.5pp | 122.05%-109.5pp | 97.91%-85.3pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $115 | $150-23.2% | $16,237-99.3% | $170-32.3% |