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 | $134,402 | $95,803+40.3% | $113,168+18.8% | $84,808+58.5% |
| Participation rate | 23.8% | 72.9%-49.1pp | 76.6%-52.8pp | 68.3%-44.5pp |
| Annual return | 17.37% | 25.00%-7.6pp | 24.27%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,356 | $4,242-68.0% | $5,107-73.4% | $4,212-67.8% |
| Admin fee / account holder | $3,664 | $8,989-59.2% | $12,068-69.6% | $7,344-50.1% |