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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 13-3689044 | Account maintenance fees; Participant... | $14,992 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $159,284 | $79,523+100.3% | $140,016+13.8% | $56,287+183.0% |
| Participation rate | 92.4% | 85.7%+6.7pp | 87.5%+4.9pp | 69.9%+22.5pp |
| Annual return | -2.74% | 2.39%-5.1pp | 651.12%-653.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $6,146 | $3,350+83.5% | $5,606+9.6% | $2,111+191.2% |
| Participant deferral / active EE | $12,287 | $5,129+139.6% | $6,927+77.4% | $3,350+266.8% |
| Admin fee / account holder | $12 | $614-98.1% | $10,705-99.9% | $521-97.8% |