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.)
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 | $24,701 | $133,922-81.6% | $116,228-78.7% | $142,382-82.7% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.6%-18.3pp | 80.1%-23.9pp |
| Annual return | 0.00% | 147.76%-147.8pp | 90.06%-90.1pp | 217.08%-217.1pp |
| Employer contribution / active EE | $393 | $3,446-88.6% | $2,994-86.9% | $4,299-90.9% |
| Participant deferral / active EE | $3,231 | $5,672-43.0% | $4,953-34.8% | $6,507-50.3% |
| Admin fee / account holder | $2,544 | $14,945-83.0% | $11,989-78.8% | $12,624-79.8% |