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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 99 · EIN 68-0524298 | Other Fees | $15,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,322 | $52,670-38.6% | $90,404-64.2% | $73,409-56.0% |
| Participation rate | 25.8% | 67.7%-41.9pp | 72.7%-46.9pp | 72.2%-46.4pp |
| Annual return | 18.22% | 20.70%-2.5pp | 1293.02%-1274.8pp | 59.29%-41.1pp |
| Employer contribution / active EE | $61 | $1,872-96.7% | $3,262-98.1% | $2,234-97.3% |
| Participant deferral / active EE | $1,029 | $2,807-63.3% | $3,963-74.0% | $3,805-73.0% |
| Admin fee / account holder | $24 | $117-79.2% | $5,611-99.6% | $158-84.6% |