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 01-0233346 | Recordkeeping | $831 |
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 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 | $61,463 | $52,953+16.1% | $172,739-64.4% | $65,185-5.7% |
| Participation rate | 67.0% | 66.2%+0.8pp | 82.6%-15.7pp | 70.2%-3.2pp |
| Annual return | 22.76% | 30.12%-7.4pp | 802.84%-780.1pp | 29.38%-6.6pp |
| Employer contribution / active EE | $2,053 | $2,190-6.2% | $5,143-60.1% | $2,177-5.7% |
| Participant deferral / active EE | $4,631 | $2,471+87.4% | $5,198-10.9% | $3,514+31.8% |
| Admin fee / account holder | $452 | $472-4.2% | $13,954-96.8% | $847-46.6% |