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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 17 · EIN 13-5674085 | Pension Consulting | $26,582 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,862 | $84,487-49.3% | $125,339-65.8% | $66,914-35.9% |
| Participation rate | 62.8% | 76.4%-13.6pp | 82.4%-19.6pp | 69.8%-7.0pp |
| Annual return | -19.09% | -8.39%-10.7pp | 572.05%-591.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $2,005 | $3,553-43.6% | $4,814-58.3% | $2,544-21.2% |
| Participant deferral / active EE | $6,180 | $6,781-8.9% | $7,446-17.0% | $4,237+45.9% |
| Admin fee / account holder | $349 | $685-49.1% | $10,010-96.5% | $593-41.2% |