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 | $2,834 | $44,960-93.7% | $84,966-96.7% | $74,495-96.2% |
| Participation rate | 55.4% | 49.4%+6.0pp | 67.5%-12.1pp | 67.2%-11.8pp |
| Annual return | 0.00% | 26.24%-26.2pp | 66.38%-66.4pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $496 | $1,457-66.0% | $2,727-81.8% | $2,623-81.1% |
| Participant deferral / active EE | $1,366 | $2,731-50.0% | $4,519-69.8% | $4,346-68.6% |
| Admin fee / account holder | $4 | $2,209-99.8% | $6,149-99.9% | $1,942-99.8% |