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 | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $139,480 | $39,245+255.4% | $64,105+117.6% | $52,331+166.5% |
| Participation rate | 20.2% | 58.2%-38.1pp | 68.2%-48.0pp | 68.1%-47.9pp |
| Annual return | -1.23% | 14.79%-16.0pp | 791.24%-792.5pp | 4.54%-5.8pp |
| Employer contribution / active EE | $811 | $736+10.1% | $1,820-55.5% | $1,882-56.9% |
| Participant deferral / active EE | $1,180 | $1,992-40.8% | $2,822-58.2% | $3,022-61.0% |
| Admin fee / account holder | $257 | $592-56.6% | $4,499-94.3% | $592-56.5% |