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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,335 | $177,572-97.0% | $154,803-96.6% | $142,382-96.3% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 0.00% | 65.07%-65.1pp | 58.88%-58.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $683 | $4,810-85.8% | $4,305-84.1% | $4,299-84.1% |
| Participant deferral / active EE | $2,270 | $6,272-63.8% | $5,540-59.0% | $6,507-65.1% |
| Admin fee / account holder | $52 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |