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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,332 | $65,908-78.3% | $81,812-82.5% | $77,643-81.5% |
| Participation rate | 94.8% | 65.8%+29.1pp | 72.3%+22.5pp | 70.6%+24.3pp |
| Annual return | -41.92% | 26.64%-68.6pp | 773.79%-815.7pp | 31.24%-73.2pp |
| Employer contribution / active EE | $9,494 | $2,370+300.5% | $2,912+226.0% | $2,726+248.3% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $97 | $526-81.5% | $7,386-98.7% | $430-77.4% |