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 35-0145825 | Recordkeeping | $104 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,720 | $96,305-50.4% | $80,569-40.8% | $139,434-65.8% |
| Participation rate | 91.7% | 73.6%+18.0pp | 67.0%+24.7pp | 80.3%+11.3pp |
| Annual return | 18.62% | 1350.08%-1331.5pp | 935.43%-916.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $758 | $3,262-76.8% | $2,723-72.2% | $4,751-84.0% |
| Participant deferral / active EE | $6,750 | $5,232+29.0% | $4,447+51.8% | $6,710+0.6% |
| Admin fee / account holder | $5,977 | $6,599-9.4% | $5,377+11.2% | $11,403-47.6% |