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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 | $17,497 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,849 | $60,165-78.6% | $74,183-82.7% | $55,167-76.7% |
| Participation rate | 95.8% | 74.2%+21.7pp | 76.6%+19.2pp | 69.0%+26.8pp |
| Annual return | 9.59% | 10.00%-0.4pp | 17.74%-8.1pp | 169.23%-159.6pp |
| Employer contribution / active EE | $447 | $1,600-72.1% | $2,370-81.1% | $1,963-77.2% |
| Participant deferral / active EE | $2,063 | $2,973-30.6% | $3,550-41.9% | $3,054-32.4% |
| Admin fee / account holder | $14 | $419-96.7% | $5,586-99.8% | $504-97.3% |