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.
Participant contribution per participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $935 | $50,815-98.2% | $155,509-99.4% | $77,643-98.8% |
| Participation rate | 96.4% | 63.1%+33.2pp | 78.2%+18.2pp | 70.6%+25.8pp |
| Annual return | 0.00% | 34.80%-34.8pp | 64.67%-64.7pp | 31.24%-31.2pp |
| Employer contribution / active EE | $375 | $1,993-81.2% | $4,672-92.0% | $2,726-86.3% |
| Participant deferral / active EE | $631 | $2,822-77.6% | $5,626-88.8% | $4,647-86.4% |
| Admin fee / account holder | $1 | $437-99.7% | $15,912-100.0% | $430-99.7% |