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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 | $27,597 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $45,781 | $50,956-10.2% | $96,562-52.6% | $86,799-47.3% |
| Participation rate | 20.5% | 65.2%-44.7pp | 69.8%-49.3pp | 72.3%-51.7pp |
| Annual return | 14.29% | 21.27%-7.0pp | 37.78%-23.5pp | 97.91%-83.6pp |
| Employer contribution / active EE | $479 | $1,111-56.9% | $2,356-79.7% | $2,405-80.1% |
| Participant deferral / active EE | $885 | $2,954-70.0% | $3,849-77.0% | $4,131-78.6% |
| Admin fee / account holder | $282 | $166+70.0% | $6,181-95.4% | $170+66.5% |