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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,716 | $77,314-95.2% | $177,989-97.9% | $80,856-95.4% |
| Participation rate | 65.7% | 65.7%0pp | 77.1%-11.4pp | 67.6%-1.9pp |
| Annual return | 19.12% | 18.09%+1.0pp | 294.48%-275.4pp | 35.59%-16.5pp |
| Employer contribution / active EE | $935 | $2,292-59.2% | $3,949-76.3% | $2,755-66.1% |
| Participant deferral / active EE | $1,222 | $4,411-72.3% | $6,276-80.5% | $4,296-71.6% |
| Admin fee / account holder | $594 | $7,191-91.7% | $10,363-94.3% | $6,918-91.4% |