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 13 · EIN 41-0417830 | Contract Administrator | $19,187 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,144 | $62,603-40.7% | $104,294-64.4% | $66,914-44.5% |
| Participation rate | 61.3% | 59.6%+1.7pp | 73.3%-11.9pp | 69.8%-8.5pp |
| Annual return | -15.34% | -14.70%-0.6pp | 24.61%-40.0pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,861 | $1,972-5.6% | $3,372-44.8% | $2,544-26.9% |
| Participant deferral / active EE | $3,887 | $2,853+36.3% | $4,625-16.0% | $4,237-8.3% |
| Admin fee / account holder | $186 | $656-71.6% | $7,339-97.5% | $593-68.6% |