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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 | $2,228 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,395 | $73,638-1.7% | $95,952-24.6% | $73,488-1.5% |
| Participation rate | 51.9% | 76.2%-24.3pp | 77.1%-25.2pp | 70.7%-18.8pp |
| Annual return | 10.57% | 16.78%-6.2pp | 91.61%-81.0pp | 28.51%-17.9pp |
| Employer contribution / active EE | $819 | $1,863-56.1% | $2,541-67.8% | $2,270-63.9% |
| Participant deferral / active EE | $2,074 | $3,617-42.7% | $4,167-50.2% | $3,740-44.5% |
| Admin fee / account holder | $559 | $482+15.9% | $6,795-91.8% | $513+8.9% |