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 | $8,178 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,604 | $69,515-58.9% | $86,874-67.1% | $85,850-66.7% |
| Participation rate | 46.1% | 66.3%-20.3pp | 71.6%-25.6pp | 69.3%-23.2pp |
| Annual return | 12.93% | 20.12%-7.2pp | 63.52%-50.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $820 | $1,880-56.4% | $2,495-67.1% | $2,565-68.0% |
| Participant deferral / active EE | $1,346 | $2,919-53.9% | $3,699-63.6% | $3,952-65.9% |
| Admin fee / account holder | $31 | $5,972-99.5% | $5,828-99.5% | $6,260-99.5% |