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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 15 · EIN 01-0233346 | Recordkeeping | $275 |
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.
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 | $32,482 | $26,549+22.3% | $61,373-47.1% | $66,914-51.5% |
| Participation rate | 29.3% | 38.1%-8.8pp | 52.6%-23.2pp | 69.8%-40.5pp |
| Annual return | -21.47% | -16.21%-5.3pp | 338.61%-360.1pp | 1.58%-23.1pp |
| Employer contribution / active EE | $1,117 | $651+71.5% | $1,159-3.6% | $2,544-56.1% |
| Participant deferral / active EE | $1,455 | $1,338+8.8% | $2,125-31.5% | $4,237-65.6% |
| Admin fee / account holder | $498 | $409+22.0% | $2,130-76.6% | $593-16.0% |