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 13 · EIN 42-0127290 | Contract Administrator | $8,054 |
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 | $62,554 | $53,822+16.2% | $75,696-17.4% | $85,850-27.1% |
| Participation rate | 38.8% | 69.1%-30.3pp | 74.8%-36.1pp | 69.3%-30.5pp |
| Annual return | 17.02% | 24.54%-7.5pp | 104.53%-87.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,265 | $2,017-37.3% | $2,743-53.9% | $2,565-50.7% |
| Participant deferral / active EE | $4,697 | $2,895+62.2% | $3,821+22.9% | $3,952+18.8% |
| Admin fee / account holder | $289 | $3,343-91.3% | $3,619-92.0% | $6,260-95.4% |