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.)
Annual investment return 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,335 | $86,929-68.6% | $102,423-73.3% | $80,856-66.2% |
| Participation rate | 61.7% | 72.4%-10.7pp | 76.5%-14.8pp | 67.6%-5.9pp |
| Annual return | -50.58% | 18.88%-69.5pp | 29.32%-79.9pp | 35.59%-86.2pp |
| Employer contribution / active EE | $2,575 | $2,369+8.7% | $3,023-14.8% | $2,755-6.5% |
| Participant deferral / active EE | $7,523 | $4,118+82.7% | $5,053+48.9% | $4,296+75.1% |
| Admin fee / account holder | $18,392 | $8,049+128.5% | $9,451+94.6% | $6,918+165.9% |