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 13 · EIN 42-0127290 | Contract Administrator | $6,291 |
Service code 49 · EIN 41-0973005 | Other Services | $4,787 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,220 | $59,263-55.8% | $96,562-72.8% | $79,386-67.0% |
| Participation rate | 30.0% | 61.9%-31.9pp | 69.8%-39.8pp | 70.7%-40.7pp |
| Annual return | 12.03% | 27.07%-15.0pp | 37.78%-25.8pp | 116.85%-104.8pp |
| Employer contribution / active EE | $581 | $1,216-52.2% | $2,356-75.3% | $2,427-76.0% |
| Participant deferral / active EE | $1,014 | $2,948-65.6% | $3,849-73.7% | $4,046-74.9% |
| Admin fee / account holder | $128 | $658-80.5% | $6,181-97.9% | $626-79.5% |