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 | $2,166 | $44,960-95.2% | $84,966-97.5% | $74,495-97.1% |
| Participation rate | 3.1% | 49.4%-46.2pp | 67.5%-64.4pp | 67.2%-64.1pp |
| Annual return | 12.54% | 26.24%-13.7pp | 66.38%-53.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $60 | $2,731-97.8% | $4,519-98.7% | $4,346-98.6% |
| Admin fee / account holder | $379 | $2,209-82.8% | $6,149-93.8% | $1,942-80.5% |