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 | $682 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,499 | $73,638-53.2% | $95,952-64.0% | $73,488-53.1% |
| Participation rate | 68.9% | 76.2%-7.3pp | 77.1%-8.2pp | 70.7%-1.8pp |
| Annual return | 17.17% | 16.78%+0.4pp | 91.61%-74.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $220 | $1,863-88.2% | $2,541-91.3% | $2,270-90.3% |
| Participant deferral / active EE | $2,205 | $3,617-39.0% | $4,167-47.1% | $3,740-41.0% |
| Admin fee / account holder | $109 | $482-77.4% | $6,795-98.4% | $513-78.7% |