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 | $369 | $30,588-98.8% | $53,898-99.3% | $85,563-99.6% |
| Participation rate | 54.8% | 26.3%+28.5pp | 55.0%-0.1pp | 66.0%-11.1pp |
| Annual return | 94.99% | 50.42%+44.6pp | 528.60%-433.6pp | 31.51%+63.5pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $164 | $848-80.7% | $1,826-91.0% | $4,375-96.3% |
| Admin fee / account holder | $0 | $1,879-100.0% | $2,491-100.0% | $834-100.0% |