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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,103 | $163,101+73.6% | $136,749+107.0% | $142,382+98.8% |
| Participation rate | 42.9% | 78.2%-35.4pp | 72.1%-29.3pp | 80.1%-37.3pp |
| Annual return | 0.00% | 27.54%-27.5pp | 24.33%-24.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,611 | $4,117-36.6% | $3,400-23.2% | $4,299-39.3% |
| Participant deferral / active EE | $4,494 | $5,585-19.5% | $4,692-4.2% | $6,507-30.9% |
| Admin fee / account holder | $265 | $14,318-98.2% | $11,386-97.7% | $12,624-97.9% |