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.)
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 | $23,634 | $95,803-75.3% | $113,168-79.1% | $84,808-72.1% |
| Participation rate | 56.7% | 72.9%-16.2pp | 76.6%-19.9pp | 68.3%-11.6pp |
| Annual return | 30.94% | 25.00%+5.9pp | 24.27%+6.7pp | 40.90%-10.0pp |
| Employer contribution / active EE | $2,606 | $2,360+10.4% | $2,975-12.4% | $2,631-0.9% |
| Participant deferral / active EE | $4,000 | $4,242-5.7% | $5,107-21.7% | $4,212-5.0% |
| Admin fee / account holder | $1,761 | $8,989-80.4% | $12,068-85.4% | $7,344-76.0% |