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 13 · EIN 41-0417830 | Contract Administrator | $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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,302 | $65,061-56.5% | $143,757-80.3% | $66,914-57.7% |
| Participation rate | 45.9% | 65.2%-19.3pp | 80.3%-34.4pp | 69.8%-23.9pp |
| Annual return | -17.47% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $413 | $2,361-82.5% | $4,951-91.7% | $2,544-83.8% |
| Participant deferral / active EE | $1,545 | $2,919-47.1% | $5,637-72.6% | $4,237-63.5% |
| Admin fee / account holder | $20 | $502-96.0% | $14,673-99.9% | $593-96.6% |