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 01-0233346 | Recordkeeping | $322 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,028 | $47,977-85.4% | $154,107-95.4% | $56,287-87.5% |
| Participation rate | 88.5% | 66.2%+22.3pp | 83.0%+5.5pp | 69.9%+18.6pp |
| Annual return | 25.20% | 3.54%+21.7pp | 735.12%-709.9pp | -9.96%+35.2pp |
| Employer contribution / active EE | $724 | $2,169-66.6% | $5,298-86.3% | $2,111-65.7% |
| Participant deferral / active EE | $915 | $2,392-61.7% | $5,081-82.0% | $3,350-72.7% |
| Admin fee / account holder | $59 | $438-86.5% | $13,411-99.6% | $521-88.6% |