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 | $5,706 | $60,892-90.6% | $82,389-93.1% | $84,808-93.3% |
| Participation rate | 54.8% | 63.3%-8.5pp | 69.5%-14.8pp | 68.3%-13.5pp |
| Annual return | 43.63% | 37.29%+6.3pp | 28.67%+15.0pp | 40.90%+2.7pp |
| Employer contribution / active EE | $959 | $1,779-46.1% | $2,517-61.9% | $2,631-63.6% |
| Participant deferral / active EE | $1,321 | $3,179-58.5% | $4,155-68.2% | $4,212-68.6% |
| Admin fee / account holder | $1,404 | $5,467-74.3% | $7,231-80.6% | $7,344-80.9% |