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 27 · EIN 47-1411118 | Advisory (Plan) | $62,626 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,464 | $106,028-18.5% | $146,958-41.2% | $77,643+11.4% |
| Participation rate | 58.8% | 78.4%-19.6pp | 82.2%-23.4pp | 70.6%-11.8pp |
| Annual return | 72.62% | 56.73%+15.9pp | 418.34%-345.7pp | 31.24%+41.4pp |
| Employer contribution / active EE | $2,220 | $4,063-45.4% | $4,933-55.0% | $2,726-18.6% |
| Participant deferral / active EE | $7,798 | $7,990-2.4% | $8,070-3.4% | $4,647+67.8% |
| Admin fee / account holder | $152 | $337-54.9% | $12,998-98.8% | $430-64.7% |