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 9-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 16-1450952 | Recordkeeping | $10,149 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $8,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,113 | $62,127-30.6% | $81,382-47.0% | $74,495-42.1% |
| Participation rate | 53.1% | 64.0%-10.9pp | 69.5%-16.4pp | 67.2%-14.1pp |
| Annual return | 13.51% | 16.48%-3.0pp | 24.73%-11.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,055 | $1,882-43.9% | $2,463-57.1% | $2,623-59.8% |
| Participant deferral / active EE | $1,872 | $3,229-42.0% | $3,883-51.8% | $4,346-56.9% |
| Admin fee / account holder | $201 | $1,934-89.6% | $5,768-96.5% | $1,942-89.6% |