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 | $2,827 | $30,400-90.7% | $53,898-94.8% | $84,808-96.7% |
| Participation rate | 47.5% | 46.4%+1.1pp | 55.0%-7.5pp | 68.3%-20.8pp |
| Annual return | -1.53% | 500.19%-501.7pp | 528.60%-530.1pp | 40.90%-42.4pp |
| Employer contribution / active EE | $220 | $603-63.4% | $932-76.3% | $2,631-91.6% |
| Participant deferral / active EE | $747 | $1,199-37.7% | $1,826-59.1% | $4,212-82.3% |
| Admin fee / account holder | $380 | $1,993-80.9% | $2,491-84.8% | $7,344-94.8% |