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 | $1,351 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,552 | $43,133+14.9% | $89,391-44.6% | $73,488-32.6% |
| Participation rate | 50.0% | 55.0%-5.0pp | 68.0%-18.0pp | 70.7%-20.7pp |
| Annual return | 16.57% | 135.66%-119.1pp | 245.62%-229.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $956 | $1,438-33.5% | $2,586-63.0% | $2,270-57.9% |
| Participant deferral / active EE | $3,957 | $2,445+61.9% | $3,890+1.7% | $3,740+5.8% |
| Admin fee / account holder | $257 | $444-42.0% | $4,881-94.7% | $513-49.9% |