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 9-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 |
|---|---|---|
OTHER1 year Service code 51 | Investment Mgmt Fees | $18,328 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $16,648 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,487 | $35,986-65.3% | $77,482-83.9% | $73,488-83.0% |
| Participation rate | 64.1% | 40.8%+23.3pp | 54.2%+9.9pp | 70.7%-6.6pp |
| Annual return | 11.30% | 19.26%-8.0pp | 54.79%-43.5pp | 28.51%-17.2pp |
| Employer contribution / active EE | $1,339 | $557+140.2% | $986+35.7% | $2,270-41.0% |
| Participant deferral / active EE | $2,127 | $1,198+77.6% | $1,861+14.3% | $3,740-43.1% |
| Admin fee / account holder | $209 | $466-55.0% | $2,858-92.7% | $513-59.2% |