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 | $14,551 | $159,901-90.9% | $146,958-90.1% | $145,922-90.0% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.2%-13.4pp | 80.3%-11.5pp |
| Annual return | 18.07% | 98.13%-80.1pp | 418.34%-400.3pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,917 | $5,286-63.7% | $4,933-61.1% | $4,660-58.9% |
| Participant deferral / active EE | $3,026 | $8,428-64.1% | $8,070-62.5% | $6,688-54.8% |
| Admin fee / account holder | $426 | $15,044-97.2% | $12,998-96.7% | $13,397-96.8% |