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 7-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 | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,470 | $60,488+299.2% | $109,895+119.7% | $79,386+204.2% |
| Participation rate | 0.0% | 67.0%-67.0pp | 74.2%-74.2pp | 70.7%-70.7pp |
| Annual return | 35.85% | 189.57%-153.7pp | 29.45%+6.4pp | 116.85%-81.0pp |
| Employer contribution / active EE | $1,748 | $1,649+6.0% | $2,842-38.5% | $2,427-28.0% |
| Participant deferral / active EE | $2,850 | $3,220-11.5% | $4,048-29.6% | $4,046-29.6% |
| Admin fee / account holder | $1,589 | $605+162.8% | $6,066-73.8% | $626+153.6% |