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 | $4,669 | $127,065-96.3% | $113,168-95.9% | $142,382-96.7% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 0.00% | 24.03%-24.0pp | 24.27%-24.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,265 | $3,442-63.3% | $2,975-57.5% | $4,299-70.6% |
| Participant deferral / active EE | $2,168 | $5,716-62.1% | $5,107-57.5% | $6,507-66.7% |
| Admin fee / account holder | $1,722 | $15,736-89.1% | $12,068-85.7% | $12,624-86.4% |