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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.
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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC2 years Filed as: CARON&BLETZNER Service code 10 · EIN 04-3499945 | Accounting | $16,290 |
Service code 27 · EIN 45-5608425 | Advisory (Plan) | $14,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,994 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,150 | $67,984-27.7% | $65,493-25.0% | $74,304-33.9% |
| Participation rate | 56.5% | 66.3%-9.8pp | 73.1%-16.6pp | 60.3%-3.9pp |
| Annual return | 16.57% | 19.87%-3.3pp | 982.45%-965.9pp | 29.43%-12.9pp |
| Employer contribution / active EE | $622 | $2,491-75.0% | $2,574-75.8% | $2,241-72.2% |
| Participant deferral / active EE | $2,946 | $3,346-12.0% | $3,961-25.6% | $3,767-21.8% |
| Admin fee / account holder | $466 | $1,373-66.0% | $5,028-90.7% | $2,969-84.3% |