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.
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 | $661 | $54,705-98.8% | $71,209-99.1% | $84,808-99.2% |
| Participation rate | 50.0% | 64.1%-14.1pp | 73.8%-23.8pp | 68.3%-18.3pp |
| Annual return | 44.70% | 35.90%+8.8pp | 282.51%-237.8pp | 40.90%+3.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $563 | $3,030-81.4% | $4,175-86.5% | $4,212-86.6% |
| Admin fee / account holder | $468 | $4,863-90.4% | $5,349-91.2% | $7,344-93.6% |