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 01-0233346 | Recordkeeping | $662 |
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 | $19,415 | $41,078-52.7% | $80,569-75.9% | $71,457-72.8% |
| Participation rate | 48.2% | 50.2%-2.0pp | 67.0%-18.8pp | 67.9%-19.7pp |
| Annual return | 22.85% | 38.45%-15.6pp | 935.43%-912.6pp | 28.85%-6.0pp |
| Employer contribution / active EE | $1,131 | $1,506-24.9% | $2,723-58.5% | $2,588-56.3% |
| Participant deferral / active EE | $2,783 | $2,699+3.1% | $4,447-37.4% | $4,289-35.1% |
| Admin fee / account holder | $117 | $1,840-93.6% | $5,377-97.8% | $1,587-92.6% |