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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $648 | $106,028-99.4% | $146,958-99.6% | $77,643-99.2% |
| Participation rate | 31.1% | 78.4%-47.3pp | 82.2%-51.1pp | 70.6%-39.5pp |
| Annual return | 32.45% | 56.73%-24.3pp | 418.34%-385.9pp | 31.24%+1.2pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $66 | $7,990-99.2% | $8,070-99.2% | $4,647-98.6% |
| Admin fee / account holder | $69 | $337-79.5% | $12,998-99.5% | $430-83.9% |