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 | $524 |
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 | $54,561 | $99,957-45.4% | $149,696-63.6% | $73,488-25.8% |
| Participation rate | 52.5% | 75.7%-23.2pp | 82.5%-30.0pp | 70.7%-18.2pp |
| Annual return | 20.01% | 53.87%-33.9pp | 276.60%-256.6pp | 28.51%-8.5pp |
| Employer contribution / active EE | $1,947 | $3,191-39.0% | $4,644-58.1% | $2,270-14.2% |
| Participant deferral / active EE | $5,245 | $6,073-13.6% | $6,842-23.3% | $3,740+40.3% |
| Admin fee / account holder | $362 | $551-34.3% | $9,309-96.1% | $513-29.5% |