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 · EIN 04-2647786 | Recordkeeping Fees | $300 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $47,726 | $80,753-40.9% | $136,294-65.0% | $62,292-23.4% |
| Participation rate | 37.5% | 73.5%-36.0pp | 81.9%-44.4pp | 69.5%-32.0pp |
| Annual return | 26.24% | 35.83%-9.6pp | 5155.94%-5129.7pp | 28.90%-2.7pp |
| Employer contribution / active EE | $751 | $2,884-74.0% | $4,695-84.0% | $2,042-63.2% |
| Participant deferral / active EE | $3,130 | $5,164-39.4% | $6,247-49.9% | $3,169-1.2% |
| Admin fee / account holder | $3 | $525-99.4% | $9,243-100.0% | $479-99.4% |