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 | $60,413 | $177,572-66.0% | $154,803-61.0% | $142,382-57.6% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.1%-13.8pp | 80.1%-15.8pp |
| Annual return | 0.00% | 65.07%-65.1pp | 58.88%-58.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $723 | $4,810-85.0% | $4,305-83.2% | $4,299-83.2% |
| Participant deferral / active EE | $3,198 | $6,272-49.0% | $5,540-42.3% | $6,507-50.8% |
| Admin fee / account holder | $1,214 | $16,786-92.8% | $14,329-91.5% | $12,624-90.4% |