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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,076 | $53,345-96.1% | $121,098-98.3% | $74,419-97.2% |
| Participation rate | 64.7% | 60.0%+4.7pp | 69.5%-4.8pp | 70.7%-6.0pp |
| Annual return | 0.00% | 35.15%-35.2pp | 985.75%-985.7pp | 34.38%-34.4pp |
| Employer contribution / active EE | $424 | $1,898-77.7% | $4,164-89.8% | $2,637-83.9% |
| Participant deferral / active EE | $925 | $3,221-71.3% | $4,080-77.3% | $4,528-79.6% |
| Admin fee / account holder | $2 | $382-99.4% | $5,644-100.0% | $348-99.4% |