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 37 · EIN 04-2647786 | Loan Processing | $1,125 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,108 | $34,308+54.8% | $74,701-28.9% | $72,985-27.2% |
| Participation rate | 33.7% | 42.4%-8.7pp | 54.5%-20.8pp | 69.5%-35.8pp |
| Annual return | 20.73% | 26.58%-5.8pp | 752.92%-732.2pp | 81.00%-60.3pp |
| Employer contribution / active EE | $426 | $692-38.4% | $1,084-60.7% | $2,440-82.6% |
| Participant deferral / active EE | $1,085 | $1,271-14.6% | $1,964-44.7% | $3,607-69.9% |
| Admin fee / account holder | $24 | $2,124-98.9% | $3,333-99.3% | $5,124-99.5% |