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 | $214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,659 | $59,263-11.1% | $96,562-45.5% | $79,386-33.7% |
| Participation rate | 45.0% | 61.9%-16.9pp | 69.8%-24.9pp | 70.7%-25.8pp |
| Annual return | 26.17% | 27.07%-0.9pp | 37.78%-11.6pp | 116.85%-90.7pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,561 | $2,948-47.0% | $3,849-59.4% | $4,046-61.4% |
| Admin fee / account holder | $432 | $658-34.4% | $6,181-93.0% | $626-31.1% |