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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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,632 | $69,362-41.4% | $101,248-59.9% | $73,488-44.7% |
| Participation rate | 66.9% | 68.4%-1.4pp | 75.8%-8.9pp | 70.7%-3.7pp |
| Annual return | 18.98% | 18.46%+0.5pp | 46.47%-27.5pp | 28.51%-9.5pp |
| Employer contribution / active EE | $596 | $2,628-77.3% | $3,660-83.7% | $2,270-73.7% |
| Participant deferral / active EE | $3,289 | $3,300-0.3% | $4,370-24.7% | $3,740-12.0% |
| Admin fee / account holder | $257 | $704-63.5% | $5,945-95.7% | $513-50.0% |