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 13 · EIN 42-0127290 | Contract Administrator | $13,459 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $10,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,484 | $60,488-18.2% | $109,895-55.0% | $79,386-37.7% |
| Participation rate | 36.9% | 67.0%-30.2pp | 74.2%-37.3pp | 70.7%-33.8pp |
| Annual return | 15.77% | 189.57%-173.8pp | 29.45%-13.7pp | 116.85%-101.1pp |
| Employer contribution / active EE | $765 | $1,649-53.6% | $2,842-73.1% | $2,427-68.5% |
| Participant deferral / active EE | $1,402 | $3,220-56.5% | $4,048-65.4% | $4,046-65.3% |
| Admin fee / account holder | $484 | $605-19.9% | $6,066-92.0% | $626-22.7% |