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.)
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 | $62,972 | $159,602-60.5% | $150,045-58.0% | $142,382-55.8% |
| Participation rate | 27.3% | 84.0%-56.7pp | 82.3%-55.0pp | 80.1%-52.8pp |
| Annual return | 8.04% | 70.24%-62.2pp | 62.55%-54.5pp | 217.08%-209.0pp |
| Employer contribution / active EE | $913 | $4,961-81.6% | $4,693-80.5% | $4,299-78.8% |
| Participant deferral / active EE | $4,729 | $8,310-43.1% | $7,997-40.9% | $6,507-27.3% |
| Admin fee / account holder | $34,676 | $14,846+133.6% | $13,435+158.1% | $12,624+174.7% |