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 | $900 |
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).
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 | $23,007 | $25,302-9.1% | $74,701-69.2% | $67,579-66.0% |
| Participation rate | 31.7% | 37.8%-6.2pp | 54.5%-22.8pp | 71.3%-39.6pp |
| Annual return | 20.17% | 10291.17%-10271.0pp | 752.92%-732.8pp | 378.56%-358.4pp |
| Employer contribution / active EE | $471 | $446+5.6% | $1,084-56.5% | $2,148-78.1% |
| Participant deferral / active EE | $749 | $954-21.5% | $1,964-61.9% | $3,539-78.8% |
| Admin fee / account holder | $30 | $108-71.8% | $3,333-99.1% | $142-78.7% |