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 27 | Advisory (Plan) | $859 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,830 | $42,548-6.4% | $74,550-46.6% | $56,287-29.2% |
| Participation rate | 43.5% | 60.5%-17.0pp | 69.1%-25.6pp | 69.9%-26.4pp |
| Annual return | -4.18% | 12.40%-16.6pp | 32.53%-36.7pp | -9.96%+5.8pp |
| Employer contribution / active EE | $310 | $855-63.8% | $1,961-84.2% | $2,111-85.3% |
| Participant deferral / active EE | $2,643 | $2,277+16.1% | $3,108-15.0% | $3,350-21.1% |
| Admin fee / account holder | $38 | $467-92.0% | $5,060-99.3% | $521-92.8% |