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 10 · EIN 59-3560915 | Accounting | $2,100 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,927 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,338 | $64,119+9.7% | $112,228-37.3% | $66,914+5.1% |
| Participation rate | 64.9% | 68.5%-3.5pp | 75.1%-10.1pp | 69.8%-4.9pp |
| Annual return | -13.04% | -13.81%+0.8pp | 27.45%-40.5pp | 1.58%-14.6pp |
| Employer contribution / active EE | $2,400 | $3,005-20.1% | $3,635-34.0% | $2,544-5.7% |
| Participant deferral / active EE | $4,181 | $3,693+13.2% | $4,728-11.6% | $4,237-1.3% |
| Admin fee / account holder | $481 | $625-23.1% | $6,410-92.5% | $593-19.0% |