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 27 | Advisory (Plan) | $6,346 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,250 | $26,549-68.9% | $61,373-86.6% | $66,914-87.7% |
| Participation rate | 86.2% | 38.1%+48.1pp | 52.6%+33.6pp | 69.8%+16.4pp |
| Annual return | -13.81% | -16.21%+2.4pp | 338.61%-352.4pp | 1.58%-15.4pp |
| Employer contribution / active EE | $767 | $651+17.8% | $1,159-33.8% | $2,544-69.8% |
| Participant deferral / active EE | $1,452 | $1,338+8.5% | $2,125-31.7% | $4,237-65.7% |
| Admin fee / account holder | $59 | $409-85.6% | $2,130-97.2% | $593-90.1% |