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 6-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 13 · EIN 42-0127290 | Contract Administrator | $13,668 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,432 | $39,286-53.1% | $80,716-77.2% | $79,386-76.8% |
| Participation rate | 24.9% | 41.0%-16.1pp | 54.2%-29.3pp | 70.7%-45.8pp |
| Annual return | 20.06% | 98.95%-78.9pp | 87.28%-67.2pp | 116.85%-96.8pp |
| Employer contribution / active EE | $380 | $594-36.0% | $1,160-67.2% | $2,427-84.3% |
| Participant deferral / active EE | $883 | $1,264-30.2% | $2,146-58.9% | $4,046-78.2% |
| Admin fee / account holder | $187 | $647-71.1% | $3,380-94.5% | $626-70.1% |