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 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 | $22,548 | $46,722-51.7% | $130,648-82.7% | $65,185-65.4% |
| Participation rate | 62.9% | 60.9%+1.9pp | 71.7%-8.9pp | 70.2%-7.3pp |
| Annual return | 21.14% | 24.17%-3.0pp | 1708.96%-1687.8pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,042 | $1,488-30.0% | $4,092-74.5% | $2,177-52.1% |
| Participant deferral / active EE | $1,943 | $2,545-23.7% | $3,603-46.1% | $3,514-44.7% |
| Admin fee / account holder | $0 | $453-100.0% | $5,464-100.0% | $847-100.0% |