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 | $41,903 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $32,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,908 | $62,624-45.9% | $177,989-80.9% | $77,643-56.3% |
| Participation rate | 45.2% | 66.8%-21.6pp | 77.1%-31.9pp | 70.6%-25.4pp |
| Annual return | 13.46% | 16.16%-2.7pp | 294.48%-281.0pp | 31.24%-17.8pp |
| Employer contribution / active EE | $550 | $1,909-71.2% | $3,949-86.1% | $2,726-79.8% |
| Participant deferral / active EE | $2,413 | $4,219-42.8% | $6,276-61.6% | $4,647-48.1% |
| Admin fee / account holder | $230 | $386-40.3% | $10,363-97.8% | $430-46.5% |