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.)
Annual investment return 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,955 | $111,754-94.7% | $103,333-94.2% | $145,922-95.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | -2.58% | 24.77%-27.4pp | 24.88%-27.5pp | 561.29%-563.9pp |
| Employer contribution / active EE | $2,133 | $4,212-49.4% | $3,868-44.9% | $4,660-54.2% |
| Participant deferral / active EE | $392 | $5,619-93.0% | $5,057-92.3% | $6,688-94.1% |
| Admin fee / account holder | $364 | $9,750-96.3% | $8,355-95.6% | $13,397-97.3% |