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 10 · EIN 91-1035498 | Accounting | $9,540 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $13,336 | $50,385-73.5% | $75,670-82.4% | $62,292-78.6% |
| Participation rate | 30.2% | 67.7%-37.5pp | 72.3%-42.2pp | 69.5%-39.3pp |
| Annual return | 17.50% | 19.90%-2.4pp | 27.34%-9.8pp | 28.90%-11.4pp |
| Employer contribution / active EE | $383 | $1,537-75.1% | $2,352-83.7% | $2,042-81.2% |
| Participant deferral / active EE | $844 | $2,445-65.5% | $3,142-73.1% | $3,169-73.4% |
| Admin fee / account holder | $167 | $384-56.4% | $5,800-97.1% | $479-65.1% |