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.
Employer 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.
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 | $27,052 | $114,381-76.3% | $107,525-74.8% | $142,382-81.0% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.1%-16.7pp | 80.1%-21.8pp |
| Annual return | 10.15% | 242.71%-232.6pp | 181.32%-171.2pp | 217.08%-206.9pp |
| Employer contribution / active EE | $523 | $4,015-87.0% | $3,754-86.1% | $4,299-87.8% |
| Participant deferral / active EE | $2,388 | $5,564-57.1% | $5,116-53.3% | $6,507-63.3% |
| Admin fee / account holder | $305 | $9,860-96.9% | $8,919-96.6% | $12,624-97.6% |