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 13-3689044 | Recordkeeping | $31,896 |
Service code 15 · EIN 27-0293282 | Recordkeeping | $5,052 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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).
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 | $31,113 | $53,165-41.5% | $86,188-63.9% | $74,419-58.2% |
| Participation rate | 29.5% | 64.9%-35.4pp | 69.0%-39.5pp | 70.7%-41.2pp |
| Annual return | 12.38% | 22.64%-10.3pp | 1168.45%-1156.1pp | 34.38%-22.0pp |
| Employer contribution / active EE | $415 | $1,210-65.7% | $2,380-82.6% | $2,637-84.3% |
| Participant deferral / active EE | $1,087 | $3,234-66.4% | $3,985-72.7% | $4,528-76.0% |
| Admin fee / account holder | $316 | $551-42.7% | $6,852-95.4% | $348-9.2% |