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.
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 | $3,402 | $104,974-96.8% | $95,585-96.4% | $142,382-97.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 2.22% | 210.33%-208.1pp | 38.56%-36.3pp | 217.08%-214.9pp |
| Employer contribution / active EE | $551 | $2,779-80.2% | $2,527-78.2% | $4,299-87.2% |
| Participant deferral / active EE | $561 | $4,352-87.1% | $4,023-86.1% | $6,507-91.4% |
| Admin fee / account holder | $1,277 | $6,386-80.0% | $6,127-79.2% | $12,624-89.9% |