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.
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 | $3,992 | $111,724-96.4% | $93,606-95.7% | $145,922-97.3% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.0pp |
| Annual return | 0.00% | 202.98%-203.0pp | 133.20%-133.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,545 | $3,090-50.0% | $2,420-36.1% | $4,660-66.8% |
| Participant deferral / active EE | $1,688 | $4,912-65.6% | $4,411-61.7% | $6,688-74.8% |
| Admin fee / account holder | $162 | $10,250-98.4% | $8,285-98.0% | $13,397-98.8% |