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 | $125 |
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 | $58,925 | $64,119-8.1% | $112,228-47.5% | $66,914-11.9% |
| Participation rate | 97.4% | 68.5%+28.9pp | 75.1%+22.4pp | 69.8%+27.6pp |
| Annual return | -17.98% | -13.81%-4.2pp | 27.45%-45.4pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,984 | $3,005-34.0% | $3,635-45.4% | $2,544-22.0% |
| Participant deferral / active EE | $4,468 | $3,693+21.0% | $4,728-5.5% | $4,237+5.5% |
| Admin fee / account holder | $422 | $625-32.6% | $6,410-93.4% | $593-28.9% |