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 | $1,852 | $54,705-96.6% | $71,209-97.4% | $84,808-97.8% |
| Participation rate | 13.6% | 64.1%-50.5pp | 73.8%-60.2pp | 68.3%-54.8pp |
| Annual return | 68.96% | 35.90%+33.1pp | 282.51%-213.5pp | 40.90%+28.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $289 | $3,030-90.4% | $4,175-93.1% | $4,212-93.1% |
| Admin fee / account holder | $474 | $4,863-90.3% | $5,349-91.1% | $7,344-93.5% |