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 | $1,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,086 | $69,362+1.0% | $101,248-30.8% | $73,488-4.6% |
| Participation rate | 68.2% | 68.4%-0.2pp | 75.8%-7.6pp | 70.7%-2.5pp |
| Annual return | 14.48% | 18.46%-4.0pp | 46.47%-32.0pp | 28.51%-14.0pp |
| Employer contribution / active EE | $2,191 | $2,628-16.6% | $3,660-40.1% | $2,270-3.5% |
| Participant deferral / active EE | $3,622 | $3,300+9.8% | $4,370-17.1% | $3,740-3.1% |
| Admin fee / account holder | $474 | $704-32.7% | $5,945-92.0% | $513-7.7% |