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 | $25 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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).
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 | $16,289 | $36,767-55.7% | $81,478-80.0% | $62,292-73.9% |
| Participation rate | 67.6% | 54.4%+13.2pp | 68.0%-0.4pp | 69.5%-1.9pp |
| Annual return | 14.80% | 173.80%-159.0pp | 38.78%-24.0pp | 28.90%-14.1pp |
| Employer contribution / active EE | $972 | $1,128-13.8% | $2,568-62.1% | $2,042-52.4% |
| Participant deferral / active EE | $1,704 | $2,111-19.2% | $3,537-51.8% | $3,169-46.2% |
| Admin fee / account holder | $47 | $797-94.1% | $4,561-99.0% | $479-90.3% |