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 15 · EIN 01-0233346 | Recordkeeping | $300 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,245 | $73,638-67.1% | $95,952-74.7% | $73,488-67.0% |
| Participation rate | 63.2% | 76.2%-12.9pp | 77.1%-13.8pp | 70.7%-7.5pp |
| Annual return | 23.07% | 16.78%+6.3pp | 91.61%-68.5pp | 28.51%-5.4pp |
| Employer contribution / active EE | $872 | $1,863-53.2% | $2,541-65.7% | $2,270-61.6% |
| Participant deferral / active EE | $2,259 | $3,617-37.5% | $4,167-45.8% | $3,740-39.6% |
| Admin fee / account holder | $203 | $482-57.9% | $6,795-97.0% | $513-60.4% |