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 |
|---|---|---|
INVESTMENT ADVISORY5 years Service code 26 | Advisory (Participants) | $16,969 |
Service code 15 · EIN 13-3646501 | Recordkeeping | $1,454 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,944 | $29,548+4.7% | $56,411-45.1% | $77,643-60.1% |
| Participation rate | 9.0% | 32.7%-23.7pp | 52.5%-43.5pp | 70.6%-61.6pp |
| Annual return | 15.12% | 19.01%-3.9pp | 1701.33%-1686.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $336 | $1,061-68.3% | $1,952-82.8% | $4,647-92.8% |
| Admin fee / account holder | $313 | $1,046-70.1% | $2,829-89.0% | $430-27.4% |