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.)
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 | $15,565 | $86,929-82.1% | $102,423-84.8% | $80,856-80.7% |
| Participation rate | 57.6% | 72.4%-14.7pp | 76.5%-18.9pp | 67.6%-10.0pp |
| Annual return | 14.56% | 18.88%-4.3pp | 29.32%-14.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,179 | $4,118-71.4% | $5,053-76.7% | $4,296-72.5% |
| Admin fee / account holder | $2,040 | $8,049-74.7% | $9,451-78.4% | $6,918-70.5% |