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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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $36,709 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Sales load... | $80 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,776 | $62,928-17.7% | $172,739-70.0% | $67,579-23.4% |
| Participation rate | 56.0% | 64.5%-8.5pp | 82.6%-26.6pp | 71.3%-15.3pp |
| Annual return | 13.95% | 30.36%-16.4pp | 802.84%-788.9pp | 378.56%-364.6pp |
| Employer contribution / active EE | $508 | $1,636-68.9% | $5,143-90.1% | $2,148-76.3% |
| Participant deferral / active EE | $2,130 | $2,145-0.7% | $5,198-59.0% | $3,539-39.8% |
| Admin fee / account holder | $88 | $167-46.9% | $13,954-99.4% | $142-37.8% |