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.)
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 | $4,229 | $54,705-92.3% | $71,209-94.1% | $84,808-95.0% |
| Participation rate | 32.3% | 64.1%-31.8pp | 73.8%-41.5pp | 68.3%-36.1pp |
| Annual return | 24.03% | 35.90%-11.9pp | 282.51%-258.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $271 | $2,158-87.4% | $2,721-90.0% | $2,631-89.7% |
| Participant deferral / active EE | $574 | $3,030-81.1% | $4,175-86.2% | $4,212-86.4% |
| Admin fee / account holder | $545 | $4,863-88.8% | $5,349-89.8% | $7,344-92.6% |