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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 42-0127290 | Contract Administrator | $2,094 |
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,243 | $58,926+9.0% | $97,226-33.9% | $74,495-13.8% |
| Participation rate | 77.7% | 63.5%+14.2pp | 72.7%+5.0pp | 67.2%+10.5pp |
| Annual return | 10.67% | 16.04%-5.4pp | 75.13%-64.5pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $540 | $1,894-71.5% | $2,729-80.2% | $2,623-79.4% |
| Participant deferral / active EE | $3,147 | $3,664-14.1% | $4,264-26.2% | $4,346-27.6% |
| Admin fee / account holder | $18 | $1,974-99.1% | $5,654-99.7% | $1,942-99.1% |