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 71-0294708 | Advisory (Plan) | $9,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,893 | $48,750-94.1% | $88,946-96.7% | $74,304-96.1% |
| Participation rate | 53.9% | 44.5%+9.4pp | 68.8%-15.0pp | 60.3%-6.5pp |
| Annual return | 30.10% | 25.91%+4.2pp | 57.82%-27.7pp | 29.43%+0.7pp |
| Employer contribution / active EE | $478 | $1,255-62.0% | $2,555-81.3% | $2,241-78.7% |
| Participant deferral / active EE | $827 | $2,423-65.9% | $4,581-81.9% | $3,767-78.0% |
| Admin fee / account holder | $76 | $3,756-98.0% | $8,261-99.1% | $2,969-97.4% |