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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 6-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 | $169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $9,582 | $30,086-68.2% | $61,373-84.4% | $64,808-85.2% |
| Participation rate | 6.5% | 36.4%-29.9pp | 52.6%-46.1pp | 71.5%-65.0pp |
| Annual return | -21.77% | -13.99%-7.8pp | 338.61%-360.4pp | 32.82%-54.6pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,159-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $501 | $1,126-55.5% | $2,125-76.4% | $4,310-88.4% |
| Admin fee / account holder | $56 | $148-61.9% | $2,130-97.3% | $188-69.9% |