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 | $36,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,742 | $49,451-31.8% | $79,550-57.6% | $66,914-49.6% |
| Participation rate | 51.3% | 61.3%-10.0pp | 69.5%-18.2pp | 69.8%-18.5pp |
| Annual return | -16.07% | 84.25%-100.3pp | 0.16%-16.2pp | 1.58%-17.7pp |
| Employer contribution / active EE | $895 | $1,266-29.3% | $2,413-62.9% | $2,544-64.8% |
| Participant deferral / active EE | $1,352 | $3,159-57.2% | $3,985-66.1% | $4,237-68.1% |
| Admin fee / account holder | $4 | $595-99.3% | $6,832-99.9% | $593-99.3% |