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 | $2,510 |
Service code 10 · EIN 59-3560915 | Accounting | $2,100 |
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 | $69,796 | $76,670-9.0% | $96,683-27.8% | $71,457-2.3% |
| Participation rate | 60.8% | 66.6%-5.8pp | 74.3%-13.5pp | 67.9%-7.1pp |
| Annual return | 17.70% | 48.29%-30.6pp | 35.69%-18.0pp | 28.85%-11.2pp |
| Employer contribution / active EE | $2,369 | $3,031-21.9% | $3,737-36.6% | $2,588-8.4% |
| Participant deferral / active EE | $4,109 | $3,771+9.0% | $4,878-15.8% | $4,289-4.2% |
| Admin fee / account holder | $440 | $2,028-78.3% | $6,730-93.5% | $1,587-72.3% |