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 | $936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,139 | $99,078-0.9% | $96,544+1.7% | $74,419+31.9% |
| Participation rate | 38.5% | 80.7%-42.2pp | 76.0%-37.5pp | 70.7%-32.2pp |
| Annual return | 18.79% | 22.48%-3.7pp | 25.84%-7.1pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,053 | $2,570-59.0% | $2,965-64.5% | $2,637-60.1% |
| Participant deferral / active EE | $2,047 | $4,933-58.5% | $4,851-57.8% | $4,528-54.8% |
| Admin fee / account holder | $423 | $225+88.5% | $8,252-94.9% | $348+21.7% |