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 16-1450952 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,987 | $52,953-84.9% | $172,739-95.4% | $65,185-87.7% |
| Participation rate | 68.6% | 66.2%+2.4pp | 82.6%-14.1pp | 70.2%-1.6pp |
| Annual return | 21.34% | 30.12%-8.8pp | 802.84%-781.5pp | 29.38%-8.0pp |
| Employer contribution / active EE | $347 | $2,190-84.1% | $5,143-93.3% | $2,177-84.1% |
| Participant deferral / active EE | $1,490 | $2,471-39.7% | $5,198-71.3% | $3,514-57.6% |
| Admin fee / account holder | $3 | $472-99.4% | $13,954-100.0% | $847-99.6% |