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 17 · EIN 13-5674085 | Pension Consulting | $16,930 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,139 | $81,248+68.8% | $155,509-11.8% | $80,856+69.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.20% | 33.31%-22.1pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $8,118 | $3,100+161.8% | $4,672+73.7% | $2,755+194.7% |
| Participant deferral / active EE | $4,549 | $3,452+31.8% | $5,626-19.1% | $4,296+5.9% |
| Admin fee / account holder | $6,564 | $7,997-17.9% | $15,912-58.7% | $6,918-5.1% |