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 |
|---|---|---|
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
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 | $54,946 | $59,263-7.3% | $96,562-43.1% | $79,386-30.8% |
| Participation rate | 43.1% | 61.9%-18.8pp | 69.8%-26.7pp | 70.7%-27.6pp |
| Annual return | 17.10% | 27.07%-10.0pp | 37.78%-20.7pp | 116.85%-99.7pp |
| Employer contribution / active EE | $370 | $1,216-69.6% | $2,356-84.3% | $2,427-84.8% |
| Participant deferral / active EE | $3,184 | $2,948+8.0% | $3,849-17.3% | $4,046-21.3% |
| Admin fee / account holder | $0 | $658-100.0% | $6,181-100.0% | $626-100.0% |