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 | $33,000 | $96,484-65.8% | $156,263-78.9% | $74,304-55.6% |
| Participation rate | 97.5% | 67.7%+29.9pp | 78.9%+18.6pp | 60.3%+37.2pp |
| Annual return | -50.97% | 17.73%-68.7pp | 59.47%-110.4pp | 29.43%-80.4pp |
| Employer contribution / active EE | $15,500 | $2,528+513.0% | $4,333+257.7% | $2,241+591.6% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,728-100.0% | $14,255-100.0% | $2,969-100.0% |