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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 01-0233346 | Recordkeeping | $1,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,770 | $69,159-19.4% | $125,175-55.4% | $67,579-17.5% |
| Participation rate | 55.7% | 78.2%-22.5pp | 79.8%-24.1pp | 71.3%-15.6pp |
| Annual return | 21.08% | 27.12%-6.0pp | 43.79%-22.7pp | 378.56%-357.5pp |
| Employer contribution / active EE | $971 | $2,023-52.0% | $3,865-74.9% | $2,148-54.8% |
| Participant deferral / active EE | $1,463 | $3,700-60.5% | $4,937-70.4% | $3,539-58.7% |
| Admin fee / account holder | $355 | $142+150.6% | $9,702-96.3% | $142+149.7% |