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 37 · EIN 04-2647786 | Loan Processing | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $100,317 | $67,411+48.8% | $91,001+10.2% | $70,131+43.0% |
| Participation rate | 24.3% | 71.4%-47.0pp | 75.6%-51.3pp | 69.5%-45.2pp |
| Annual return | 14.91% | -40.16%+55.1pp | 4.60%+10.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,067 | $1,786-40.2% | $2,456-56.5% | $2,342-54.4% |
| Participant deferral / active EE | $2,310 | $2,823-18.2% | $3,547-34.9% | $3,332-30.7% |
| Admin fee / account holder | $4 | $4,236-99.9% | $5,417-99.9% | $4,645-99.9% |