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.
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 | $10,536 | $117,983-91.1% | $101,794-89.7% | $142,382-92.6% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.2%-49.2pp | 80.1%-60.1pp |
| Annual return | 27.43% | 36.92%-9.5pp | 30.53%-3.1pp | 217.08%-189.6pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,233 | $4,714-73.8% | $4,084-69.8% | $6,507-81.0% |
| Admin fee / account holder | $32 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |