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 | $783 |
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 | $89,220 | $73,933+20.7% | $96,683-7.7% | $75,163+18.7% |
| Participation rate | 70.2% | 66.4%+3.8pp | 74.3%-4.1pp | 67.2%+3.0pp |
| Annual return | 18.74% | 26.70%-8.0pp | 35.69%-17.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,697 | $2,928-42.0% | $3,737-54.6% | $2,670-36.4% |
| Participant deferral / active EE | $7,214 | $3,659+97.2% | $4,878+47.9% | $4,125+74.9% |
| Admin fee / account holder | $531 | $5,216-89.8% | $6,730-92.1% | $5,651-90.6% |