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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 12 · EIN 62-1291257 | Participant communication; Trustee (b... | $21,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,627 | $58,879-76.9% | $178,490-92.4% | $73,488-81.5% |
| Participation rate | 45.2% | 66.2%-21.0pp | 81.9%-36.7pp | 70.7%-25.5pp |
| Annual return | 13.87% | 24.86%-11.0pp | 151.07%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,768 | $2,567-31.1% | $5,202-66.0% | $3,740-52.7% |
| Admin fee / account holder | $176 | $400-56.1% | $13,984-98.7% | $513-65.7% |