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 8-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 15 · EIN 01-0233346 | Recordkeeping | $2,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,983 | $101,317-60.5% | $146,958-72.8% | $74,495-46.3% |
| Participation rate | 70.9% | 75.5%-4.6pp | 82.2%-11.2pp | 67.2%+3.7pp |
| Annual return | 14.40% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,199 | $3,810-68.5% | $4,933-75.7% | $2,623-54.3% |
| Participant deferral / active EE | $6,734 | $7,303-7.8% | $8,070-16.5% | $4,346+55.0% |
| Admin fee / account holder | $397 | $1,739-77.2% | $12,998-96.9% | $1,942-79.6% |