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 72 · EIN 66-0561870 | Other investment fees and expenses | $23,758 |
Participant 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 | $22,730 | $74,706-69.6% | $75,696-70.0% | $79,386-71.4% |
| Participation rate | 99.3% | 75.3%+24.0pp | 74.8%+24.5pp | 70.7%+28.6pp |
| Annual return | 14.61% | 18.52%-3.9pp | 104.53%-89.9pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,232 | $2,590-52.4% | $2,743-55.1% | $2,427-49.2% |
| Participant deferral / active EE | $917 | $3,533-74.0% | $3,821-76.0% | $4,046-77.3% |
| Admin fee / account holder | $53 | $374-85.8% | $3,619-98.5% | $626-91.5% |