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.
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 | $11,780 | $179,726-93.4% | $156,263-92.5% | $142,382-91.7% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 40.49% | 77.86%-37.4pp | 59.47%-19.0pp | 217.08%-176.6pp |
| Employer contribution / active EE | $429 | $5,069-91.5% | $4,333-90.1% | $4,299-90.0% |
| Participant deferral / active EE | $4,456 | $6,956-35.9% | $6,158-27.6% | $6,507-31.5% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |