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 99 · EIN 47-1411118 | Other Fees | $0 |
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.)
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 | $152,485 | $80,724+88.9% | $103,333+47.6% | $74,495+104.7% |
| Participation rate | 47.5% | 65.7%-18.2pp | 74.5%-27.0pp | 67.2%-19.7pp |
| Annual return | -0.61% | 27.56%-28.2pp | 24.88%-25.5pp | 1364.94%-1365.6pp |
| Employer contribution / active EE | $2,850 | $3,157-9.7% | $3,868-26.3% | $2,623+8.6% |
| Participant deferral / active EE | $7,807 | $3,860+102.2% | $5,057+54.4% | $4,346+79.6% |
| Admin fee / account holder | $559 | $2,368-76.4% | $8,355-93.3% | $1,942-71.2% |