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 |
|---|---|---|
HIRZEL CANNING COMPANY8 years Service code 99 411 LEMOYNE RD · NORTHWOOD, OH 43619 | Other Fees | $14,030 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,355 | $65,561+11.9% | $91,541-19.9% | $74,304-1.3% |
| Participation rate | 66.2% | 56.6%+9.6pp | 69.8%-3.6pp | 60.3%+5.8pp |
| Annual return | 17.37% | 17.68%-0.3pp | 20.50%-3.1pp | 29.43%-12.1pp |
| Employer contribution / active EE | $793 | $1,717-53.8% | $2,505-68.4% | $2,241-64.6% |
| Participant deferral / active EE | $2,861 | $2,918-1.9% | $4,008-28.6% | $3,767-24.0% |
| Admin fee / account holder | $134 | $3,333-96.0% | $6,956-98.1% | $2,969-95.5% |