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.)
Annual investment return 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 | $75,597 | $158,398-52.3% | $126,539-40.3% | $142,382-46.9% |
| Participation rate | 11.1% | 75.8%-64.7pp | 69.8%-58.7pp | 80.1%-69.0pp |
| Annual return | -9.34% | 593.76%-603.1pp | 425.95%-435.3pp | 217.08%-226.4pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,051 | $4,767-57.0% | $4,083-49.8% | $6,507-68.5% |
| Admin fee / account holder | $17,098 | $6,918+147.2% | $6,065+181.9% | $12,624+35.4% |