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 41-0417830 | Contract Administrator | $3,194 |
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 | $36,316 | $54,590-33.5% | $81,930-55.7% | $73,488-50.6% |
| Participation rate | 56.5% | 68.3%-11.8pp | 72.0%-15.5pp | 70.7%-14.1pp |
| Annual return | 28.14% | 17.74%+10.4pp | 29.49%-1.3pp | 28.51%-0.4pp |
| Employer contribution / active EE | $2,694 | $1,636+64.7% | $4,310-37.5% | $2,270+18.7% |
| Participant deferral / active EE | $4,938 | $2,759+79.0% | $7,107-30.5% | $3,740+32.1% |
| Admin fee / account holder | $39 | $592-93.3% | $5,158-99.2% | $513-92.3% |