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 35-0145825 | Recordkeeping | $28,762 |
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 | $24,231 | $30,086-19.5% | $61,373-60.5% | $64,808-62.6% |
| Participation rate | 46.2% | 36.4%+9.8pp | 52.6%-6.4pp | 71.5%-25.3pp |
| Annual return | -18.66% | -13.99%-4.7pp | 338.61%-357.3pp | 32.82%-51.5pp |
| Employer contribution / active EE | $394 | $536-26.6% | $1,159-66.1% | $2,506-84.3% |
| Participant deferral / active EE | $1,295 | $1,126+15.1% | $2,125-39.0% | $4,310-69.9% |
| Admin fee / account holder | $2 | $148-98.9% | $2,130-99.9% | $188-99.2% |