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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $38,008 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,619 | $55,415-50.2% | $155,509-82.2% | $74,495-62.9% |
| Participation rate | 32.9% | 61.9%-29.0pp | 78.2%-45.3pp | 67.2%-34.3pp |
| Annual return | 11.80% | 268.50%-256.7pp | 64.67%-52.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $373 | $2,267-83.6% | $4,672-92.0% | $2,623-85.8% |
| Participant deferral / active EE | $1,219 | $2,836-57.0% | $5,626-78.3% | $4,346-72.0% |
| Admin fee / account holder | $185 | $1,738-89.3% | $15,912-98.8% | $1,942-90.5% |