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 | $8,446 | $177,572-95.2% | $154,803-94.5% | $142,382-94.1% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.1%-14.4pp | 80.1%-16.5pp |
| Annual return | 22.92% | 65.07%-42.1pp | 58.88%-36.0pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,156 | $4,810-55.2% | $4,305-49.9% | $4,299-49.9% |
| Participant deferral / active EE | $2,548 | $6,272-59.4% | $5,540-54.0% | $6,507-60.8% |
| Admin fee / account holder | $1,625 | $16,786-90.3% | $14,329-88.7% | $12,624-87.1% |