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 12 · EIN 48-1205033 | Float revenue; Recordkeeping and info... | $942 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,939 | $55,453-67.7% | $170,442-89.5% | $62,292-71.2% |
| Participation rate | 63.3% | 66.4%-3.1pp | 83.6%-20.3pp | 69.5%-6.2pp |
| Annual return | 65.50% | 21.38%+44.1pp | 205.93%-140.4pp | 28.90%+36.6pp |
| Employer contribution / active EE | $796 | $2,164-63.2% | $5,433-85.3% | $2,042-61.0% |
| Participant deferral / active EE | $1,535 | $2,303-33.3% | $4,939-68.9% | $3,169-51.6% |
| Admin fee / account holder | $19 | $455-95.9% | $13,880-99.9% | $479-96.1% |