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 | $2,330 | $88,751-97.4% | $81,812-97.2% | $145,922-98.4% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.3%-41.6pp | 80.3%-49.5pp |
| Annual return | 0.00% | 1025.40%-1025.4pp | 773.79%-773.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $360 | $3,083-88.3% | $2,912-87.6% | $4,660-92.3% |
| Participant deferral / active EE | $623 | $4,643-86.6% | $4,319-85.6% | $6,688-90.7% |
| Admin fee / account holder | $372 | $8,415-95.6% | $7,386-95.0% | $13,397-97.2% |