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 | $1,117 |
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 | $26,309 | $53,901-51.2% | $134,143-80.4% | $73,488-64.2% |
| Participation rate | 61.8% | 62.8%-1.0pp | 72.2%-10.4pp | 70.7%-8.9pp |
| Annual return | 14.49% | 15.82%-1.3pp | 36.33%-21.8pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,040 | $1,458-28.7% | $3,704-71.9% | $2,270-54.2% |
| Participant deferral / active EE | $2,023 | $2,739-26.1% | $3,499-42.2% | $3,740-45.9% |
| Admin fee / account holder | $0 | $581-100.0% | $6,684-100.0% | $513-100.0% |