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 | $264 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,729 | $91,407-1.8% | $135,903-34.0% | $71,457+25.6% |
| Participation rate | 70.5% | 75.7%-5.1pp | 81.9%-11.4pp | 67.9%+2.6pp |
| Annual return | 17.17% | 29.90%-12.7pp | 68.23%-51.1pp | 28.85%-11.7pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,762 | $7,092-18.7% | $7,758-25.7% | $4,289+34.4% |
| Admin fee / account holder | $557 | $1,266-56.0% | $10,762-94.8% | $1,587-64.9% |