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 | $33,348 |
Service code 26 · EIN 27-0850638 | Advisory (Participants) | $22,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,459 | $84,487-17.8% | $125,339-44.6% | $66,914+3.8% |
| Participation rate | 63.6% | 76.4%-12.8pp | 82.4%-18.7pp | 69.8%-6.2pp |
| Annual return | -20.43% | -8.39%-12.0pp | 572.05%-592.5pp | 1.58%-22.0pp |
| Employer contribution / active EE | $1,426 | $3,553-59.9% | $4,814-70.4% | $2,544-44.0% |
| Participant deferral / active EE | $4,775 | $6,781-29.6% | $7,446-35.9% | $4,237+12.7% |
| Admin fee / account holder | $251 | $685-63.3% | $10,010-97.5% | $593-57.6% |