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.
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 | $45,482 | $95,803-52.5% | $113,168-59.8% | $84,808-46.4% |
| Participation rate | 40.0% | 72.9%-32.9pp | 76.6%-36.6pp | 68.3%-28.3pp |
| Annual return | 70.63% | 25.00%+45.6pp | 24.27%+46.4pp | 40.90%+29.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,274 | $4,242-70.0% | $5,107-75.1% | $4,212-69.8% |
| Admin fee / account holder | $67 | $8,989-99.3% | $12,068-99.4% | $7,344-99.1% |