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.
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 | $7,844 | $111,724-93.0% | $93,606-91.6% | $145,922-94.6% |
| Participation rate | 12.5% | 74.2%-61.7pp | 68.7%-56.2pp | 80.3%-67.8pp |
| Annual return | 15.78% | 202.98%-187.2pp | 133.20%-117.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,176 | $3,090-61.9% | $2,420-51.4% | $4,660-74.8% |
| Participant deferral / active EE | $1,490 | $4,912-69.7% | $4,411-66.2% | $6,688-77.7% |
| Admin fee / account holder | $597 | $10,250-94.2% | $8,285-92.8% | $13,397-95.5% |