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 | $1,418 | $59,417-97.6% | $93,606-98.5% | $74,495-98.1% |
| Participation rate | 72.0% | 59.7%+12.4pp | 68.7%+3.3pp | 67.2%+4.8pp |
| Annual return | 0.00% | 81.83%-81.8pp | 133.20%-133.2pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $498 | $1,264-60.6% | $2,420-79.4% | $2,623-81.0% |
| Participant deferral / active EE | $1,072 | $3,050-64.8% | $4,411-75.7% | $4,346-75.3% |
| Admin fee / account holder | $2 | $3,021-99.9% | $8,285-100.0% | $1,942-99.9% |