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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 |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE Service code 12 · EIN 52-1714114 4515 PAINTERS MILL ROAD · OWINGS MILLS, MD 211174903 | Claims processing; Investment managem... | $0 |
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.
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 | $6,383 | $48,261-86.8% | $68,793-90.7% | $55,725-88.5% |
| Participation rate | 69.7% | 71.0%-1.3pp | 72.2%-2.5pp | 70.9%-1.1pp |
| Annual return | -8.76% | -2.61%-6.2pp | -4.63%-4.1pp | 244.93%-253.7pp |
| Employer contribution / active EE | $1,176 | $1,742-32.5% | $2,625-55.2% | $2,078-43.4% |
| Participant deferral / active EE | $1,440 | $2,712-46.9% | $3,311-56.5% | $3,356-57.1% |
| Admin fee / account holder | $29 | $126-76.8% | $5,131-99.4% | $115-74.6% |