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 | $6,960 | $106,584-93.5% | $101,326-93.1% | $142,382-95.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 81.5%-19.0pp | 80.1%-17.6pp |
| Annual return | 30.36% | 36.93%-6.6pp | 36.82%-6.5pp | 217.08%-186.7pp |
| Employer contribution / active EE | $987 | $3,956-75.1% | $3,665-73.1% | $4,299-77.1% |
| Participant deferral / active EE | $987 | $8,297-88.1% | $7,994-87.7% | $6,507-84.8% |
| Admin fee / account holder | $420 | $11,446-96.3% | $11,185-96.2% | $12,624-96.7% |