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 21 · EIN 66-0561870 | Bank Trustee | $2,860 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,698 | $56,485-82.8% | $185,823-94.8% | $86,799-88.8% |
| Participation rate | 73.4% | 65.5%+7.9pp | 81.7%-8.3pp | 72.3%+1.1pp |
| Annual return | 13.60% | 118.04%-104.4pp | 122.05%-108.5pp | 97.91%-84.3pp |
| Employer contribution / active EE | $166 | $1,843-91.0% | $5,167-96.8% | $2,405-93.1% |
| Participant deferral / active EE | $773 | $2,553-69.7% | $5,568-86.1% | $4,131-81.3% |
| Admin fee / account holder | $4 | $150-97.4% | $16,237-100.0% | $170-97.7% |