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 | $116,087 | $74,927+54.9% | $101,794+14.0% | $84,808+36.9% |
| Participation rate | 48.0% | 61.4%-13.4pp | 69.2%-21.2pp | 68.3%-20.3pp |
| Annual return | 0.00% | 18.70%-18.7pp | 30.53%-30.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $691 | $1,522-54.6% | $2,289-69.8% | $2,631-73.7% |
| Participant deferral / active EE | $929 | $3,099-70.0% | $4,084-77.2% | $4,212-77.9% |
| Admin fee / account holder | $715 | $6,514-89.0% | $8,777-91.9% | $7,344-90.3% |