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 | $6,240 | $48,795-87.2% | $65,493-90.5% | $84,808-92.6% |
| Participation rate | 61.8% | 67.0%-5.2pp | 73.1%-11.3pp | 68.3%-6.5pp |
| Annual return | 22.69% | 20.20%+2.5pp | 982.45%-959.8pp | 40.90%-18.2pp |
| Employer contribution / active EE | $876 | $1,930-54.6% | $2,574-66.0% | $2,631-66.7% |
| Participant deferral / active EE | $1,131 | $2,928-61.4% | $3,961-71.4% | $4,212-73.1% |
| Admin fee / account holder | $779 | $3,877-79.9% | $5,028-84.5% | $7,344-89.4% |