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 3-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 12 · EIN 91-1035498 | Participant communication; Consulting... | $9,561 |
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 | $14,386 | $64,660-77.8% | $81,812-82.4% | - |
| Participation rate | 100.0% | 64.3%+35.7pp | 72.3%+27.7pp | - |
| Annual return | 14.75% | 13.48%+1.3pp | 773.79%-759.0pp | - |
| Employer contribution / active EE | $1,564 | $3,065-49.0% | $2,912-46.3% | - |
| Participant deferral / active EE | $3,025 | $3,215-5.9% | $4,319-30.0% | - |
| Admin fee / account holder | $83 | $2,218-96.3% | $7,386-98.9% | - |