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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,163 | $100,923-88.9% | $150,045-92.6% | $74,304-85.0% |
| Participation rate | 55.0% | 70.1%-15.1pp | 82.3%-27.4pp | 60.3%-5.4pp |
| Annual return | 16.72% | 51.77%-35.0pp | 62.55%-45.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,174 | $6,709-67.6% | $7,997-72.8% | $3,767-42.3% |
| Admin fee / account holder | $2,111 | $2,767-23.7% | $13,435-84.3% | $2,969-28.9% |