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 | $138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,839 | $63,346-4.0% | $92,233-34.0% | $70,131-13.2% |
| Participation rate | 34.4% | 68.7%-34.3pp | 76.5%-42.1pp | 69.5%-35.2pp |
| Annual return | 12.32% | 530.12%-517.8pp | 176.28%-164.0pp | 73.14%-60.8pp |
| Employer contribution / active EE | $664 | $2,471-73.1% | $3,679-82.0% | $2,342-71.7% |
| Participant deferral / active EE | $1,443 | $2,854-49.4% | $3,897-63.0% | $3,332-56.7% |
| Admin fee / account holder | $444 | $3,840-88.4% | $5,194-91.4% | $4,645-90.4% |