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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 | $10,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,996 | $59,328-54.5% | $118,925-77.3% | $73,488-63.3% |
| Participation rate | 55.0% | 62.3%-7.3pp | 75.4%-20.4pp | 70.7%-15.7pp |
| Annual return | 13.97% | 19.13%-5.2pp | 35.88%-21.9pp | 28.51%-14.5pp |
| Employer contribution / active EE | $256 | $1,803-85.8% | $3,263-92.1% | $2,270-88.7% |
| Participant deferral / active EE | $1,657 | $2,604-36.4% | $4,265-61.1% | $3,740-55.7% |
| Admin fee / account holder | $234 | $600-61.0% | $6,581-96.4% | $513-54.4% |