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 |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,210 | $92,971-65.4% | $96,683-66.7% | $74,419-56.7% |
| Participation rate | 26.6% | 71.5%-44.9pp | 74.3%-47.7pp | 70.7%-44.1pp |
| Annual return | 16.67% | 37.49%-20.8pp | 35.69%-19.0pp | 34.38%-17.7pp |
| Employer contribution / active EE | $802 | $3,426-76.6% | $3,737-78.5% | $2,637-69.6% |
| Participant deferral / active EE | $1,140 | $3,970-71.3% | $4,878-76.6% | $4,528-74.8% |
| Admin fee / account holder | $15 | $633-97.6% | $6,730-99.8% | $348-95.6% |