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.
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 | $48,789 | $86,944-43.9% | $107,525-54.6% | $74,304-34.3% |
| Participation rate | 50.8% | 59.6%-8.8pp | 75.1%-24.3pp | 60.3%-9.6pp |
| Annual return | 11.21% | 23.52%-12.3pp | 181.32%-170.1pp | 29.43%-18.2pp |
| Employer contribution / active EE | $3,104 | $2,757+12.6% | $3,754-17.3% | $2,241+38.5% |
| Participant deferral / active EE | $4,906 | $3,554+38.0% | $5,116-4.1% | $3,767+30.2% |
| Admin fee / account holder | $9,218 | $3,727+147.4% | $8,919+3.4% | $2,969+210.5% |