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 99 · EIN 47-1411118 | Other Fees | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,244 | $60,607-41.8% | $189,557-81.4% | $86,799-59.4% |
| Participation rate | 59.0% | 68.9%-9.8pp | 78.4%-19.4pp | 72.3%-13.2pp |
| Annual return | 19.33% | 65.18%-45.9pp | 64.17%-44.8pp | 97.91%-78.6pp |
| Employer contribution / active EE | $1,826 | $1,626+12.3% | $4,412-58.6% | $2,405-24.1% |
| Participant deferral / active EE | $3,640 | $3,895-6.5% | $6,174-41.0% | $4,131-11.9% |
| Admin fee / account holder | $164 | $159+3.4% | $9,807-98.3% | $170-3.2% |