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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 47-0098400 | Recordkeeping | $7,002 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,005 | $42,548-57.7% | $74,550-75.8% | $56,287-68.0% |
| Participation rate | 59.2% | 60.5%-1.3pp | 69.1%-9.9pp | 69.9%-10.6pp |
| Annual return | 6.14% | 12.40%-6.3pp | 32.53%-26.4pp | -9.96%+16.1pp |
| Employer contribution / active EE | $1,105 | $855+29.2% | $1,961-43.7% | $2,111-47.7% |
| Participant deferral / active EE | $2,100 | $2,277-7.8% | $3,108-32.4% | $3,350-37.3% |
| Admin fee / account holder | $65 | $467-86.0% | $5,060-98.7% | $521-87.4% |