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 | $4,019 | $106,584-96.2% | $101,326-96.0% | $142,382-97.2% |
| Participation rate | 69.2% | 82.7%-13.5pp | 81.5%-12.3pp | 80.1%-10.9pp |
| Annual return | 35.76% | 36.93%-1.2pp | 36.82%-1.1pp | 217.08%-181.3pp |
| Employer contribution / active EE | $1,076 | $3,956-72.8% | $3,665-70.6% | $4,299-75.0% |
| Participant deferral / active EE | $1,218 | $8,297-85.3% | $7,994-84.8% | $6,507-81.3% |
| Admin fee / account holder | $465 | $11,446-95.9% | $11,185-95.8% | $12,624-96.3% |