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 12 · EIN 83-3455979 | Participant loan processing; Custodia... | $7,096 |
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).
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 | $32,756 | $59,263-44.7% | $96,562-66.1% | $79,386-58.7% |
| Participation rate | 65.2% | 61.9%+3.3pp | 69.8%-4.7pp | 70.7%-5.6pp |
| Annual return | 13.53% | 27.07%-13.5pp | 37.78%-24.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $655 | $1,216-46.1% | $2,356-72.2% | $2,427-73.0% |
| Participant deferral / active EE | $1,828 | $2,948-38.0% | $3,849-52.5% | $4,046-54.8% |
| Admin fee / account holder | $55 | $658-91.6% | $6,181-99.1% | $626-91.2% |