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 4-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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,876 | $33,067-45.9% | $76,523-76.6% | $56,287-68.2% |
| Participation rate | 42.7% | 55.4%-12.7pp | 68.0%-25.3pp | 69.9%-27.1pp |
| Annual return | -6.04% | 2.72%-8.8pp | -0.27%-5.8pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,262 | $1,200+5.1% | $2,647-52.3% | $2,111-40.2% |
| Participant deferral / active EE | $3,128 | $2,240+39.7% | $3,835-18.4% | $3,350-6.6% |
| Admin fee / account holder | $319 | $537-40.5% | $4,848-93.4% | $521-38.7% |