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.
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 | $27,929 | $29,548-5.5% | $56,411-50.5% | $77,643-64.0% |
| Participation rate | 36.1% | 32.7%+3.4pp | 52.5%-16.4pp | 70.6%-34.5pp |
| Annual return | 0.00% | 19.01%-19.0pp | 1701.33%-1701.3pp | 31.24%-31.2pp |
| Employer contribution / active EE | $3,004 | $568+429.3% | $1,039+189.2% | $2,726+10.2% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,952-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $1,046-100.0% | $2,829-100.0% | $430-100.0% |