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 |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,489 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,374 | $58,320-58.2% | $86,436-71.8% | $66,914-63.6% |
| Participation rate | 69.2% | 78.6%-9.4pp | 80.3%-11.2pp | 69.8%-0.6pp |
| Annual return | -17.92% | -9.71%-8.2pp | 4394.89%-4412.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,046 | $2,615-21.8% | $3,769-45.7% | $2,544-19.6% |
| Participant deferral / active EE | $8,082 | $6,899+17.1% | $6,952+16.3% | $4,237+90.8% |
| Admin fee / account holder | $12 | $546-97.7% | $6,731-99.8% | $593-97.9% |