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 | $17,029 |
Service code 27 · EIN 81-3433658 | Advisory (Plan) | $9,246 |
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 | $11,161 | $26,114-57.3% | $58,482-80.9% | $74,419-85.0% |
| Participation rate | 35.0% | 32.1%+2.9pp | 50.9%-15.9pp | 70.7%-35.7pp |
| Annual return | 14.47% | 32.51%-18.0pp | 4239.32%-4224.8pp | 34.38%-19.9pp |
| Employer contribution / active EE | $142 | $536-73.4% | $1,053-86.5% | $2,637-94.6% |
| Participant deferral / active EE | $652 | $1,075-39.3% | $1,924-66.1% | $4,528-85.6% |
| Admin fee / account holder | $114 | $649-82.5% | $2,516-95.5% | $348-67.3% |