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 | $501 |
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 | $18,206 | $52,953-65.6% | $172,739-89.5% | $65,185-72.1% |
| Participation rate | 60.9% | 66.2%-5.3pp | 82.6%-21.7pp | 70.2%-9.3pp |
| Annual return | 28.65% | 30.12%-1.5pp | 802.84%-774.2pp | 29.38%-0.7pp |
| Employer contribution / active EE | $1,627 | $2,190-25.7% | $5,143-68.4% | $2,177-25.3% |
| Participant deferral / active EE | $3,152 | $2,471+27.6% | $5,198-39.4% | $3,514-10.3% |
| Admin fee / account holder | $9 | $472-98.0% | $13,954-99.9% | $847-98.9% |