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 | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,645 | $66,098+23.5% | $101,794-19.8% | $74,304+9.9% |
| Participation rate | 61.0% | 53.8%+7.3pp | 69.2%-8.2pp | 60.3%+0.7pp |
| Annual return | 19.83% | 19.59%+0.2pp | 30.53%-10.7pp | 29.43%-9.6pp |
| Employer contribution / active EE | $543 | $1,082-49.8% | $2,289-76.3% | $2,241-75.8% |
| Participant deferral / active EE | $4,141 | $2,781+48.9% | $4,084+1.4% | $3,767+9.9% |
| Admin fee / account holder | $454 | $4,146-89.0% | $8,777-94.8% | $2,969-84.7% |