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.
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 | $6,756 | $80,717-91.6% | $154,803-95.6% | $84,808-92.0% |
| Participation rate | 22.0% | 66.8%-44.9pp | 78.1%-56.1pp | 68.3%-46.4pp |
| Annual return | 0.00% | 37.96%-38.0pp | 58.88%-58.9pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,529 | $3,303-53.7% | $5,540-72.4% | $4,212-63.7% |
| Admin fee / account holder | $40 | $6,746-99.4% | $14,329-99.7% | $7,344-99.5% |