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 8-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 | $850 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 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 | $8,336 | $89,652-90.7% | $141,162-94.1% | $65,185-87.2% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.5%+12.0pp | 70.2%+24.2pp |
| Annual return | 37.01% | 32.79%+4.2pp | 71.39%-34.4pp | 29.38%+7.6pp |
| Employer contribution / active EE | $2,149 | $3,065-29.9% | $4,735-54.6% | $2,177-1.3% |
| Participant deferral / active EE | $4,251 | $5,691-25.3% | $6,709-36.6% | $3,514+21.0% |
| Admin fee / account holder | $92 | $569-83.8% | $10,261-99.1% | $847-89.1% |