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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.
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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 | $15 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,689 | $65,061-26.7% | $143,757-66.8% | $66,914-28.7% |
| Participation rate | 35.2% | 65.2%-30.0pp | 80.3%-45.1pp | 69.8%-34.6pp |
| Annual return | -14.88% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $278 | $2,361-88.2% | $4,951-94.4% | $2,544-89.1% |
| Participant deferral / active EE | $2,588 | $2,919-11.3% | $5,637-54.1% | $4,237-38.9% |
| Admin fee / account holder | $399 | $502-20.6% | $14,673-97.3% | $593-32.8% |