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 19 · EIN 51-0396365 | Securities Custodian | $9,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,228 | $117,841-79.4% | $102,423-76.3% | $145,922-83.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.00% | 31.65%-20.6pp | 29.32%-18.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $7,031 | $3,615+94.5% | $3,023+132.6% | $4,660+50.9% |
| Participant deferral / active EE | $20,047 | $5,731+249.8% | $5,053+296.7% | $6,688+199.8% |
| Admin fee / account holder | $88 | $13,326-99.3% | $9,451-99.1% | $13,397-99.3% |