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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,154 | $54,705-96.1% | $71,209-97.0% | $84,808-97.5% |
| Participation rate | 60.0% | 64.1%-4.1pp | 73.8%-13.8pp | 68.3%-8.3pp |
| Annual return | 30.57% | 35.90%-5.3pp | 282.51%-251.9pp | 40.90%-10.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $828 | $3,030-72.7% | $4,175-80.2% | $4,212-80.3% |
| Admin fee / account holder | $189 | $4,863-96.1% | $5,349-96.5% | $7,344-97.4% |