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 | $14,408 | $89,588-83.9% | $136,007-89.4% | $77,643-81.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 11.94% | 17.42%-5.5pp | 579.32%-567.4pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,753 | $3,491-49.8% | $4,217-58.4% | $2,726-35.7% |
| Participant deferral / active EE | $0 | $5,591-100.0% | $7,025-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $539-100.0% | $6,858-100.0% | $430-100.0% |