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 |
|---|---|---|
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,778 | $36,916+2.3% | $156,549-75.9% | $57,658-34.5% |
| Participation rate | 20.7% | 63.4%-42.7pp | 84.0%-63.3pp | 70.2%-49.5pp |
| Annual return | 9.14% | 12.38%-3.2pp | 32.23%-23.1pp | 5.13%+4.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,346 | $1,926-30.1% | $4,871-72.4% | $3,061-56.0% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |