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 9-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 | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,675 | $104,475-35.2% | $159,436-57.6% | $79,386-14.8% |
| Participation rate | 76.9% | 76.6%+0.2pp | 82.8%-6.0pp | 70.7%+6.2pp |
| Annual return | 13.07% | 67.95%-54.9pp | 263.57%-250.5pp | 116.85%-103.8pp |
| Employer contribution / active EE | $2,362 | $3,417-30.9% | $4,829-51.1% | $2,427-2.7% |
| Participant deferral / active EE | $5,078 | $6,467-21.5% | $7,352-30.9% | $4,046+25.5% |
| Admin fee / account holder | $536 | $711-24.7% | $10,799-95.0% | $626-14.5% |