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 17 · EIN 13-5674085 | Pension Consulting | $39,588 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,203 |
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 | $68,367 | $101,317-32.5% | $146,958-53.5% | $74,495-8.2% |
| Participation rate | 63.3% | 75.5%-12.2pp | 82.2%-18.9pp | 67.2%-3.9pp |
| Annual return | 14.47% | 8730.91%-8716.4pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,576 | $3,810-32.4% | $4,933-47.8% | $2,623-1.8% |
| Participant deferral / active EE | $6,388 | $7,303-12.5% | $8,070-20.8% | $4,346+47.0% |
| Admin fee / account holder | $492 | $1,739-71.7% | $12,998-96.2% | $1,942-74.7% |