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 | $687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $66,753 | $63,299+5.5% | $91,001-26.6% | $62,292+7.2% |
| Participation rate | 58.4% | 73.3%-14.9pp | 75.6%-17.2pp | 69.5%-11.1pp |
| Annual return | 77.42% | 20.99%+56.4pp | 4.60%+72.8pp | 28.90%+48.5pp |
| Employer contribution / active EE | $672 | $1,807-62.8% | $2,456-72.6% | $2,042-67.1% |
| Participant deferral / active EE | $2,517 | $2,943-14.5% | $3,547-29.1% | $3,169-20.6% |
| Admin fee / account holder | $17 | $468-96.4% | $5,417-99.7% | $479-96.4% |