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.
Employer 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.)
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 | $10,305 | $30,400-66.1% | $53,898-80.9% | $84,808-87.8% |
| Participation rate | 55.6% | 46.4%+9.1pp | 55.0%+0.6pp | 68.3%-12.8pp |
| Annual return | 8.91% | 500.19%-491.3pp | 528.60%-519.7pp | 40.90%-32.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,452 | $1,199+104.6% | $1,826+34.3% | $4,212-41.8% |
| Admin fee / account holder | $1,003 | $1,993-49.7% | $2,491-59.7% | $7,344-86.3% |