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 27 · EIN 71-0294708 | Advisory (Plan) | $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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,054 | $52,953-22.5% | $172,739-76.2% | $65,185-37.0% |
| Participation rate | 52.3% | 66.2%-13.9pp | 82.6%-30.3pp | 70.2%-17.9pp |
| Annual return | 29.40% | 30.12%-0.7pp | 802.84%-773.4pp | 29.38%0pp |
| Employer contribution / active EE | $1,365 | $2,190-37.7% | $5,143-73.5% | $2,177-37.3% |
| Participant deferral / active EE | $2,161 | $2,471-12.5% | $5,198-58.4% | $3,514-38.5% |
| Admin fee / account holder | $34 | $472-92.8% | $13,954-99.8% | $847-96.0% |