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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $783 | $56,317-98.6% | $71,209-98.9% | $74,304-98.9% |
| Participation rate | 60.3% | 55.1%+5.1pp | 73.8%-13.5pp | 60.3%-0.1pp |
| Annual return | 39.73% | 42.83%-3.1pp | 282.51%-242.8pp | 29.43%+10.3pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $299 | $2,788-89.3% | $4,175-92.8% | $3,767-92.1% |
| Admin fee / account holder | $6 | $2,290-99.7% | $5,349-99.9% | $2,969-99.8% |