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 | $2,272 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,568 | $73,404-81.5% | $87,100-84.4% | $67,579-79.9% |
| Participation rate | 94.2% | 80.9%+13.3pp | 76.9%+17.3pp | 71.3%+22.9pp |
| Annual return | 22.52% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.0pp |
| Employer contribution / active EE | $1,999 | $2,014-0.7% | $2,521-20.7% | $2,148-6.9% |
| Participant deferral / active EE | $3,894 | $3,913-0.5% | $4,049-3.8% | $3,539+10.0% |
| Admin fee / account holder | $153 | $142+8.1% | $7,497-98.0% | $142+7.5% |