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 | $9,667 | $50,815-81.0% | $155,509-93.8% | $77,643-87.5% |
| Participation rate | 51.8% | 63.1%-11.3pp | 78.2%-26.4pp | 70.6%-18.8pp |
| Annual return | 0.00% | 34.80%-34.8pp | 64.67%-64.7pp | 31.24%-31.2pp |
| Employer contribution / active EE | $1,226 | $1,993-38.5% | $4,672-73.8% | $2,726-55.0% |
| Participant deferral / active EE | $2,306 | $2,822-18.3% | $5,626-59.0% | $4,647-50.4% |
| Admin fee / account holder | $27 | $437-93.9% | $15,912-99.8% | $430-93.8% |