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.
Participant 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 | $3,870 | $78,926-95.1% | $136,749-97.2% | $84,808-95.4% |
| Participation rate | 69.2% | 62.2%+7.1pp | 72.1%-2.9pp | 68.3%+0.9pp |
| Annual return | 23.18% | 18.17%+5.0pp | 24.33%-1.1pp | 40.90%-17.7pp |
| Employer contribution / active EE | $701 | $2,134-67.2% | $3,400-79.4% | $2,631-73.4% |
| Participant deferral / active EE | $932 | $3,168-70.6% | $4,692-80.1% | $4,212-77.9% |
| Admin fee / account holder | $578 | $6,369-90.9% | $11,386-94.9% | $7,344-92.1% |