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 | $234 |
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.)
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 | $59,320 | $55,636+6.6% | $81,983-27.6% | $73,488-19.3% |
| Participation rate | 33.3% | 62.3%-29.0pp | 69.2%-35.9pp | 70.7%-37.3pp |
| Annual return | 13.67% | 19.07%-5.4pp | 41.31%-27.6pp | 28.51%-14.8pp |
| Employer contribution / active EE | $712 | $1,625-56.2% | $2,498-71.5% | $2,270-68.6% |
| Participant deferral / active EE | $1,290 | $2,762-53.3% | $3,722-65.3% | $3,740-65.5% |
| Admin fee / account holder | $517 | $493+5.0% | $5,664-90.9% | $513+0.9% |