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 | $818 |
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).
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 | $24,208 | $67,984-64.4% | $65,493-63.0% | $74,304-67.4% |
| Participation rate | 62.6% | 66.3%-3.7pp | 73.1%-10.5pp | 60.3%+2.2pp |
| Annual return | 11.50% | 19.87%-8.4pp | 982.45%-970.9pp | 29.43%-17.9pp |
| Employer contribution / active EE | $2,254 | $2,491-9.5% | $2,574-12.5% | $2,241+0.6% |
| Participant deferral / active EE | $1,300 | $3,346-61.2% | $3,961-67.2% | $3,767-65.5% |
| Admin fee / account holder | $36 | $1,373-97.4% | $5,028-99.3% | $2,969-98.8% |