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 | $828 |
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 | $52,621 | $84,487-37.7% | $125,339-58.0% | $66,914-21.4% |
| Participation rate | 57.4% | 76.4%-19.0pp | 82.4%-24.9pp | 69.8%-12.4pp |
| Annual return | -16.98% | -8.39%-8.6pp | 572.05%-589.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,801 | $3,553-49.3% | $4,814-62.6% | $2,544-29.2% |
| Participant deferral / active EE | $5,890 | $6,781-13.1% | $7,446-20.9% | $4,237+39.0% |
| Admin fee / account holder | $396 | $685-42.2% | $10,010-96.0% | $593-33.3% |