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 9-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 | $24,548 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $13,385 |
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,614 | $104,475-74.5% | $159,436-83.3% | $79,386-66.5% |
| Participation rate | 85.2% | 76.6%+8.6pp | 82.8%+2.4pp | 70.7%+14.5pp |
| Annual return | 13.01% | 67.95%-54.9pp | 263.57%-250.6pp | 116.85%-103.8pp |
| Employer contribution / active EE | $2,594 | $3,417-24.1% | $4,829-46.3% | $2,427+6.9% |
| Participant deferral / active EE | $3,890 | $6,467-39.9% | $7,352-47.1% | $4,046-3.8% |
| Admin fee / account holder | $185 | $711-74.0% | $10,799-98.3% | $626-70.5% |