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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.
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 15 · EIN 01-0233346 | Recordkeeping | $2,374 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,157 | $63,299-76.1% | $91,001-83.3% | $62,292-75.7% |
| Participation rate | 55.4% | 73.3%-17.9pp | 75.6%-20.2pp | 69.5%-14.1pp |
| Annual return | 17.42% | 20.99%-3.6pp | 4.60%+12.8pp | 28.90%-11.5pp |
| Employer contribution / active EE | $944 | $1,807-47.7% | $2,456-61.5% | $2,042-53.8% |
| Participant deferral / active EE | $1,322 | $2,943-55.1% | $3,547-62.7% | $3,169-58.3% |
| Admin fee / account holder | $69 | $468-85.2% | $5,417-98.7% | $479-85.6% |