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 15 · EIN 01-0233346 | Recordkeeping | $1,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,500 | $53,136-80.2% | $155,509-93.2% | $199,593-94.7% |
| Participation rate | 25.0% | 64.1%-39.1pp | 78.2%-53.2pp | 72.0%-46.9pp |
| Annual return | 41.04% | 41.15%-0.1pp | 64.67%-23.6pp | 34.25%+6.8pp |
| Employer contribution / active EE | $405 | $1,851-78.1% | $4,672-91.3% | $3,034-86.7% |
| Participant deferral / active EE | $953 | $3,161-69.9% | $5,626-83.1% | $5,087-81.3% |
| Admin fee / account holder | $112 | $185-39.7% | $15,912-99.3% | $269-58.4% |