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.)
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 | $23,776 | $109,881-78.4% | $150,045-84.2% | $84,808-72.0% |
| Participation rate | 57.1% | 76.1%-18.9pp | 82.3%-25.2pp | 68.3%-11.2pp |
| Annual return | 22.99% | 28.25%-5.3pp | 62.55%-39.6pp | 40.90%-17.9pp |
| Employer contribution / active EE | $1,823 | $3,561-48.8% | $4,693-61.2% | $2,631-30.7% |
| Participant deferral / active EE | $4,668 | $6,636-29.7% | $7,997-41.6% | $4,212+10.8% |
| Admin fee / account holder | $2,239 | $8,568-73.9% | $13,435-83.3% | $7,344-69.5% |