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 |
|---|---|---|
DEFINITI LLC1 year Service code 15 · EIN 85-0833363 | Recordkeeping | $2,336 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,552 | $61,272-53.4% | $149,673-80.9% | $71,457-60.0% |
| Participation rate | 67.8% | 62.5%+5.3pp | 78.8%-10.9pp | 67.9%-0.1pp |
| Annual return | 14.80% | 35.85%-21.0pp | 134.42%-119.6pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,942 | $2,378-18.4% | $4,818-59.7% | $2,588-25.0% |
| Participant deferral / active EE | $3,236 | $2,917+10.9% | $5,680-43.0% | $4,289-24.6% |
| Admin fee / account holder | $27 | $1,261-97.9% | $13,210-99.8% | $1,587-98.3% |