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 | $456 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,838 | $62,603-57.1% | $104,294-74.3% | $66,914-59.9% |
| Participation rate | 69.6% | 59.6%+10.0pp | 73.3%-3.7pp | 69.8%-0.2pp |
| Annual return | -15.11% | -14.70%-0.4pp | 24.61%-39.7pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,183 | $1,972-40.0% | $3,372-64.9% | $2,544-53.5% |
| Participant deferral / active EE | $2,118 | $2,853-25.8% | $4,625-54.2% | $4,237-50.0% |
| Admin fee / account holder | $50 | $656-92.4% | $7,339-99.3% | $593-91.7% |