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 64 · EIN 39-6040276 | Recordkeeping Fees | $938 |
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 | $37,516 | $59,263-36.7% | $96,562-61.1% | $79,386-52.7% |
| Participation rate | 55.1% | 61.9%-6.8pp | 69.8%-14.7pp | 70.7%-15.6pp |
| Annual return | 15.80% | 27.07%-11.3pp | 37.78%-22.0pp | 116.85%-101.0pp |
| Employer contribution / active EE | $422 | $1,216-65.3% | $2,356-82.1% | $2,427-82.6% |
| Participant deferral / active EE | $3,066 | $2,948+4.0% | $3,849-20.3% | $4,046-24.2% |
| Admin fee / account holder | $46 | $658-93.0% | $6,181-99.3% | $626-92.7% |