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 | $256 |
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.)
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 | $44,406 | $54,573-18.6% | $90,951-51.2% | $73,488-39.6% |
| Participation rate | 35.7% | 61.2%-25.5pp | 69.0%-33.4pp | 70.7%-35.0pp |
| Annual return | 12.00% | 16.69%-4.7pp | 134.60%-122.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $364 | $991-63.3% | $2,122-82.8% | $2,270-84.0% |
| Participant deferral / active EE | $2,505 | $2,517-0.5% | $3,373-25.7% | $3,740-33.0% |
| Admin fee / account holder | $348 | $521-33.4% | $5,959-94.2% | $513-32.3% |