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.)
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 | $67,518 | $70,756-4.6% | $65,493+3.1% | $142,382-52.6% |
| Participation rate | 33.3% | 77.4%-44.0pp | 73.1%-39.8pp | 80.1%-46.8pp |
| Annual return | 11.94% | 1754.89%-1742.9pp | 982.45%-970.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,380 | $2,881-17.4% | $2,574-7.6% | $4,299-44.7% |
| Participant deferral / active EE | $76 | $4,637-98.4% | $3,961-98.1% | $6,507-98.8% |
| Admin fee / account holder | $1,087 | $6,559-83.4% | $5,028-78.4% | $12,624-91.4% |