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 | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,643 | $78,485-68.6% | $106,213-76.8% | $74,495-66.9% |
| Participation rate | 62.5% | 72.8%-10.3pp | 75.3%-12.8pp | 67.2%-4.7pp |
| Annual return | 22.87% | 15.95%+6.9pp | 116.14%-93.3pp | 1364.94%-1342.1pp |
| Employer contribution / active EE | $3,078 | $2,523+22.0% | $3,171-3.0% | $2,623+17.3% |
| Participant deferral / active EE | $6,397 | $4,322+48.0% | $5,016+27.5% | $4,346+47.2% |
| Admin fee / account holder | $215 | $2,232-90.4% | $11,033-98.1% | $1,942-89.0% |