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 | $200 |
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 | $17,973 | $52,953-66.1% | $172,739-89.6% | $65,185-72.4% |
| Participation rate | 24.5% | 66.2%-41.7pp | 82.6%-58.1pp | 70.2%-45.7pp |
| Annual return | 22.12% | 30.12%-8.0pp | 802.84%-780.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $493 | $2,190-77.5% | $5,143-90.4% | $2,177-77.4% |
| Participant deferral / active EE | $906 | $2,471-63.3% | $5,198-82.6% | $3,514-74.2% |
| Admin fee / account holder | $46 | $472-90.2% | $13,954-99.7% | $847-94.5% |