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 15 · EIN 48-1205033 | Recordkeeping | $21,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,638 | $65,061-17.6% | $143,757-62.7% | $66,914-19.8% |
| Participation rate | 29.5% | 65.2%-35.7pp | 80.3%-50.8pp | 69.8%-40.3pp |
| Annual return | -10.38% | -11.14%+0.8pp | -0.04%-10.3pp | 1.58%-12.0pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,371 | $2,919-53.0% | $5,637-75.7% | $4,237-67.6% |
| Admin fee / account holder | $418 | $502-16.8% | $14,673-97.2% | $593-29.6% |