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 64 · EIN 71-0294708 | Recordkeeping Fees | $900 |
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 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 | $35,395 | $44,221-20.0% | $121,196-70.8% | $56,287-37.1% |
| Participation rate | 36.6% | 61.1%-24.5pp | 71.7%-35.2pp | 69.9%-33.3pp |
| Annual return | 6.02% | -3.58%+9.6pp | 16.93%-10.9pp | -9.96%+16.0pp |
| Employer contribution / active EE | $799 | $1,480-46.0% | $4,022-80.1% | $2,111-62.1% |
| Participant deferral / active EE | $1,519 | $2,521-39.7% | $3,344-54.6% | $3,350-54.7% |
| Admin fee / account holder | $11 | $480-97.7% | $5,019-99.8% | $521-97.9% |