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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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,426 | $91,190-84.2% | $178,490-91.9% | $79,858-81.9% |
| Participation rate | 54.3% | 69.2%-14.9pp | 81.9%-27.6pp | 69.6%-15.3pp |
| Annual return | 13.33% | 24.19%-10.9pp | 151.07%-137.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $124 | $3,256-96.2% | $5,011-97.5% | $2,471-95.0% |
| Participant deferral / active EE | $993 | $3,236-69.3% | $5,202-80.9% | $3,740-73.4% |
| Admin fee / account holder | $16 | $6,751-99.8% | $13,984-99.9% | $5,306-99.7% |