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 | $260 |
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.)
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 | $35,529 | $42,548-16.5% | $74,550-52.3% | $56,287-36.9% |
| Participation rate | 30.2% | 60.5%-30.2pp | 69.1%-38.9pp | 69.9%-39.6pp |
| Annual return | -6.05% | 12.40%-18.5pp | 32.53%-38.6pp | -9.96%+3.9pp |
| Employer contribution / active EE | $227 | $855-73.5% | $1,961-88.4% | $2,111-89.3% |
| Participant deferral / active EE | $1,545 | $2,277-32.2% | $3,108-50.3% | $3,350-53.9% |
| Admin fee / account holder | $348 | $467-25.6% | $5,060-93.1% | $521-33.3% |