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 35-0457540 | Contract Administrator | $0 |
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 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 | $68,461 | $62,132+10.2% | $185,823-63.2% | $73,488-6.8% |
| Participation rate | 49.7% | 67.8%-18.2pp | 78.0%-28.4pp | 70.7%-21.0pp |
| Annual return | 21.91% | 20.44%+1.5pp | 35.95%-14.0pp | 28.51%-6.6pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,016 | $3,711+8.2% | $5,632-28.7% | $3,740+7.4% |
| Admin fee / account holder | $40 | $419-90.4% | $9,500-99.6% | $513-92.2% |