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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 60 · EIN 04-2647786 | Sub-TA Fees | -$23,639 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,888 | $185,342-45.0% | $111,297-8.5% | $86,799+17.4% |
| Participation rate | 70.0% | 81.0%-11.0pp | 77.3%-7.4pp | 72.3%-2.3pp |
| Annual return | 12.14% | 500.80%-488.7pp | 54.65%-42.5pp | 97.91%-85.8pp |
| Employer contribution / active EE | $1,808 | $2,246-19.5% | $2,731-33.8% | $2,405-24.8% |
| Participant deferral / active EE | $4,085 | $4,458-8.4% | $4,487-9.0% | $4,131-1.1% |
| Admin fee / account holder | $1 | $255-99.4% | $7,964-100.0% | $170-99.2% |