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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,681 | $101,317-87.5% | $146,958-91.4% | $74,495-83.0% |
| Participation rate | 26.6% | 75.5%-48.9pp | 82.2%-55.5pp | 67.2%-40.6pp |
| Annual return | 41.06% | 8730.91%-8689.9pp | 418.34%-377.3pp | 1364.94%-1323.9pp |
| Employer contribution / active EE | $1,159 | $3,810-69.6% | $4,933-76.5% | $2,623-55.8% |
| Participant deferral / active EE | $1,527 | $7,303-79.1% | $8,070-81.1% | $4,346-64.9% |
| Admin fee / account holder | $94 | $1,739-94.6% | $12,998-99.3% | $1,942-95.1% |