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 | $22,195 | $100,923-78.0% | $150,045-85.2% | $74,304-70.1% |
| Participation rate | 35.0% | 70.1%-35.0pp | 82.3%-47.3pp | 60.3%-25.3pp |
| Annual return | 39.61% | 51.77%-12.2pp | 62.55%-22.9pp | 29.43%+10.2pp |
| Employer contribution / active EE | $871 | $3,463-74.9% | $4,693-81.4% | $2,241-61.2% |
| Participant deferral / active EE | $1,774 | $6,709-73.6% | $7,997-77.8% | $3,767-52.9% |
| Admin fee / account holder | $447 | $2,767-83.8% | $13,435-96.7% | $2,969-84.9% |