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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 19 · EIN 51-0396365 | Securities Custodian | $65,653 |
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 | $48,680 | $61,272-20.6% | $149,673-67.5% | $71,457-31.9% |
| Participation rate | 51.2% | 62.5%-11.3pp | 78.8%-27.5pp | 67.9%-16.7pp |
| Annual return | 10.58% | 35.85%-25.3pp | 134.42%-123.8pp | 28.85%-18.3pp |
| Employer contribution / active EE | $997 | $2,378-58.1% | $4,818-79.3% | $2,588-61.5% |
| Participant deferral / active EE | $1,790 | $2,917-38.6% | $5,680-68.5% | $4,289-58.3% |
| Admin fee / account holder | $266 | $1,261-78.9% | $13,210-98.0% | $1,587-83.3% |