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.
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 | $294 | $31,310-99.1% | $53,898-99.5% | $74,304-99.6% |
| Participation rate | 29.1% | 30.7%-1.5pp | 55.0%-25.8pp | 60.3%-31.2pp |
| Annual return | 0.00% | 23.16%-23.2pp | 528.60%-528.6pp | 29.43%-29.4pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $117 | $934-87.5% | $1,826-93.6% | $3,767-96.9% |
| Admin fee / account holder | $0 | $2,175-100.0% | $2,491-100.0% | $2,969-100.0% |