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 01-0233346 | Recordkeeping | $34,178 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $31,273 | $55,415-43.6% | $155,509-79.9% | $74,495-58.0% |
| Participation rate | 80.2% | 61.9%+18.3pp | 78.2%+2.0pp | 67.2%+13.0pp |
| Annual return | 15.59% | 268.50%-252.9pp | 64.67%-49.1pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $468 | $2,267-79.3% | $4,672-90.0% | $2,623-82.1% |
| Participant deferral / active EE | $1,655 | $2,836-41.6% | $5,626-70.6% | $4,346-61.9% |
| Admin fee / account holder | $320 | $1,738-81.6% | $15,912-98.0% | $1,942-83.5% |