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.)
Annual investment return 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 | $1,767 | $89,753-98.0% | $107,525-98.4% | $84,808-97.9% |
| Participation rate | 59.3% | 68.1%-8.8pp | 75.1%-15.8pp | 68.3%-9.1pp |
| Annual return | 9.38% | 29.48%-20.1pp | 181.32%-171.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,343 | $4,056-66.9% | $5,116-73.7% | $4,212-68.1% |
| Admin fee / account holder | $1,640 | $7,222-77.3% | $8,919-81.6% | $7,344-77.7% |