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 | $11,486 | $109,881-89.5% | $150,045-92.3% | $84,808-86.5% |
| Participation rate | 54.3% | 76.1%-21.8pp | 82.3%-28.0pp | 68.3%-14.0pp |
| Annual return | 0.00% | 28.25%-28.2pp | 62.55%-62.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,500 | $6,636-77.4% | $7,997-81.2% | $4,212-64.4% |
| Admin fee / account holder | $5,221 | $8,568-39.1% | $13,435-61.1% | $7,344-28.9% |