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 64 · EIN 71-0294708 | Recordkeeping Fees | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,449 | $65,435-48.9% | $86,677-61.4% | $66,914-50.0% |
| Participation rate | 65.0% | 75.5%-10.5pp | 76.6%-11.6pp | 69.8%-4.8pp |
| Annual return | -17.49% | -10.89%-6.6pp | 35.91%-53.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,121 | $2,153-47.9% | $2,836-60.5% | $2,544-55.9% |
| Participant deferral / active EE | $2,145 | $4,100-47.7% | $4,656-53.9% | $4,237-49.4% |
| Admin fee / account holder | $7 | $642-99.0% | $7,493-99.9% | $593-98.9% |