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 5-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 | $1,993 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,980 | $122,239-64.8% | $184,203-76.7% | $74,495-42.3% |
| Participation rate | 98.3% | 85.5%+12.8pp | 86.8%+11.5pp | 67.2%+31.1pp |
| Annual return | 28.46% | 19.95%+8.5pp | 28.81%-0.3pp | 1364.94%-1336.5pp |
| Employer contribution / active EE | $4,237 | $4,537-6.6% | $6,427-34.1% | $2,623+61.5% |
| Participant deferral / active EE | $12,208 | $7,139+71.0% | $9,131+33.7% | $4,346+180.9% |
| Admin fee / account holder | $530 | $1,260-57.9% | $13,901-96.2% | $1,942-72.7% |