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 27 | Advisory (Plan) | $5,551 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,371 | $76,367-85.1% | $93,606-87.9% | $72,985-84.4% |
| Participation rate | 88.7% | 71.7%+17.0pp | 75.8%+12.9pp | 69.5%+19.2pp |
| Annual return | 25.04% | 25.82%-0.8pp | 32.76%-7.7pp | 81.00%-56.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,533 | $3,538-56.7% | $4,069-62.3% | $3,607-57.5% |
| Admin fee / account holder | $75 | $6,838-98.9% | $7,888-99.0% | $5,124-98.5% |