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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $3,965 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,325 | $65,061-79.5% | $143,757-90.7% | $66,914-80.1% |
| Participation rate | 91.7% | 65.2%+26.5pp | 80.3%+11.4pp | 69.8%+21.9pp |
| Annual return | -14.78% | -11.14%-3.6pp | -0.04%-14.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,303 | $2,919+13.1% | $5,637-41.4% | $4,237-22.1% |
| Admin fee / account holder | $19 | $502-96.1% | $14,673-99.9% | $593-96.7% |