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 21 · EIN 41-0632402 | Bank Trustee | $21,530 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,495 | $58,320-46.0% | $86,436-63.6% | $66,914-52.9% |
| Participation rate | 56.3% | 78.6%-22.3pp | 80.3%-24.0pp | 69.8%-13.5pp |
| Annual return | -17.17% | -9.71%-7.5pp | 4394.89%-4412.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,905 | $6,899-57.9% | $6,952-58.2% | $4,237-31.4% |
| Admin fee / account holder | $128 | $546-76.6% | $6,731-98.1% | $593-78.5% |