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 8-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 48-1205033 | Recordkeeping | $27,075 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,204 | $45,031+24.8% | $84,966-33.9% | $77,643-27.6% |
| Participation rate | 36.8% | 48.7%-11.9pp | 67.5%-30.7pp | 70.6%-33.8pp |
| Annual return | 14.29% | 79.22%-64.9pp | 66.38%-52.1pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,260 | $1,609-21.7% | $2,727-53.8% | $2,726-53.8% |
| Participant deferral / active EE | $1,681 | $2,807-40.1% | $4,519-62.8% | $4,647-63.8% |
| Admin fee / account holder | $170 | $912-81.3% | $6,149-97.2% | $430-60.4% |