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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,685 | $54,705-78.6% | $71,209-83.6% | $84,808-86.2% |
| Participation rate | 12.1% | 64.1%-51.9pp | 73.8%-61.6pp | 68.3%-56.2pp |
| Annual return | 2.14% | 35.90%-33.8pp | 282.51%-280.4pp | 40.90%-38.8pp |
| Employer contribution / active EE | $269 | $2,158-87.5% | $2,721-90.1% | $2,631-89.8% |
| Participant deferral / active EE | $706 | $3,030-76.7% | $4,175-83.1% | $4,212-83.2% |
| Admin fee / account holder | $7,888 | $4,863+62.2% | $5,349+47.5% | $7,344+7.4% |