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.
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 | $49,001 | $80,717-39.3% | $154,803-68.3% | $84,808-42.2% |
| Participation rate | 17.3% | 66.8%-49.5pp | 78.1%-60.8pp | 68.3%-51.0pp |
| Annual return | 0.00% | 37.96%-38.0pp | 58.88%-58.9pp | 40.90%-40.9pp |
| Employer contribution / active EE | $586 | $2,761-78.8% | $4,305-86.4% | $2,631-77.7% |
| Participant deferral / active EE | $1,772 | $3,303-46.4% | $5,540-68.0% | $4,212-57.9% |
| Admin fee / account holder | $680 | $6,746-89.9% | $14,329-95.3% | $7,344-90.7% |