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 | $7,485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,934 | $52,884-69.9% | $84,750-81.2% | $55,167-71.1% |
| Participation rate | 51.7% | 67.5%-15.8pp | 76.6%-24.9pp | 69.0%-17.3pp |
| Annual return | 12.98% | 18.03%-5.1pp | 22.78%-9.8pp | 169.23%-156.2pp |
| Employer contribution / active EE | $1,748 | $2,233-21.8% | $3,574-51.1% | $1,963-11.0% |
| Participant deferral / active EE | $3,384 | $2,644+28.0% | $3,712-8.8% | $3,054+10.8% |
| Admin fee / account holder | $20 | $581-96.6% | $5,332-99.6% | $504-96.0% |