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.
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 | $6,183 | $55,415-88.8% | $155,509-96.0% | $74,495-91.7% |
| Participation rate | 4.7% | 61.9%-57.2pp | 78.2%-73.5pp | 67.2%-62.5pp |
| Annual return | 33.97% | 268.50%-234.5pp | 64.67%-30.7pp | 1364.94%-1331.0pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $273 | $2,836-90.4% | $5,626-95.1% | $4,346-93.7% |
| Admin fee / account holder | $132 | $1,738-92.4% | $15,912-99.2% | $1,942-93.2% |