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.)
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 | $90,830 | $80,717+12.5% | $154,803-41.3% | $84,808+7.1% |
| Participation rate | 26.9% | 66.8%-39.9pp | 78.1%-51.1pp | 68.3%-41.4pp |
| Annual return | 18.37% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $219 | $3,303-93.4% | $5,540-96.0% | $4,212-94.8% |
| Admin fee / account holder | $3,465 | $6,746-48.6% | $14,329-75.8% | $7,344-52.8% |