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 19 · EIN 51-0396365 | Securities Custodian | $82,845 |
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 | $43,413 | $65,061-33.3% | $143,757-69.8% | $66,914-35.1% |
| Participation rate | 51.9% | 65.2%-13.3pp | 80.3%-28.4pp | 69.8%-17.9pp |
| Annual return | -14.53% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $970 | $2,361-58.9% | $4,951-80.4% | $2,544-61.9% |
| Participant deferral / active EE | $1,804 | $2,919-38.2% | $5,637-68.0% | $4,237-57.4% |
| Admin fee / account holder | $335 | $502-33.2% | $14,673-97.7% | $593-43.5% |