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 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,372 | $63,156-47.2% | $122,332-72.7% | $62,292-46.4% |
| Participation rate | 44.0% | 60.0%-16.0pp | 71.6%-27.6pp | 69.5%-25.5pp |
| Annual return | 21.06% | 20.61%+0.4pp | 30.27%-9.2pp | 28.90%-7.8pp |
| Employer contribution / active EE | $121 | $1,385-91.2% | $4,050-97.0% | $2,042-94.1% |
| Participant deferral / active EE | $1,148 | $2,321-50.5% | $3,287-65.1% | $3,169-63.8% |
| Admin fee / account holder | $15 | $440-96.6% | $5,478-99.7% | $479-96.8% |