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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 13 · EIN 42-0127290 | Contract Administrator | $38,469 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,111 | $79,519-44.5% | $95,952-54.0% | $73,409-39.9% |
| Participation rate | 67.2% | 81.2%-14.0pp | 77.1%-9.9pp | 72.2%-5.0pp |
| Annual return | 12.31% | 19.20%-6.9pp | 91.61%-79.3pp | 59.29%-47.0pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,753 | $4,138-33.5% | $4,167-33.9% | $3,805-27.7% |
| Admin fee / account holder | $82 | $184-55.4% | $6,795-98.8% | $158-47.9% |