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 |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL BANK & TRUST/AMERICAN FUNDS Service code 19 · EIN 95-6817943 | Securities Custodian | $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).
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 | $33,622 | $71,516-53.0% | $98,439-65.8% | $71,457-52.9% |
| Participation rate | 39.9% | 72.7%-32.8pp | 75.2%-35.2pp | 67.9%-28.0pp |
| Annual return | 18.07% | 32.41%-14.3pp | 21.16%-3.1pp | 28.85%-10.8pp |
| Employer contribution / active EE | $769 | $2,399-67.9% | $3,048-74.8% | $2,588-70.3% |
| Participant deferral / active EE | $2,570 | $4,109-37.5% | $4,738-45.8% | $4,289-40.1% |
| Admin fee / account holder | $31 | $1,675-98.1% | $8,948-99.6% | $1,587-98.0% |