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 3-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 |
|---|---|---|
FOREST CAPITAL MANAGEMENT LLC3+ years Service code 16 · EIN 46-5576228 | Consulting | $67,444 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $59,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,996 | $53,136-4.0% | $155,509-67.2% | $199,593-74.5% |
| Participation rate | 44.9% | 64.1%-19.2pp | 78.2%-33.3pp | 72.0%-27.1pp |
| Annual return | 11.95% | 41.15%-29.2pp | 64.67%-52.7pp | 34.25%-22.3pp |
| Employer contribution / active EE | $921 | $1,851-50.2% | $4,672-80.3% | $3,034-69.6% |
| Participant deferral / active EE | $1,944 | $3,161-38.5% | $5,626-65.5% | $5,087-61.8% |
| Admin fee / account holder | $208 | $185+12.3% | $15,912-98.7% | $269-22.5% |