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 | $4,651 | $80,717-94.2% | $154,803-97.0% | $84,808-94.5% |
| Participation rate | 59.5% | 66.8%-7.4pp | 78.1%-18.6pp | 68.3%-8.9pp |
| Annual return | 19.44% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $333 | $2,761-88.0% | $4,305-92.3% | $2,631-87.4% |
| Participant deferral / active EE | $826 | $3,303-75.0% | $5,540-85.1% | $4,212-80.4% |
| Admin fee / account holder | $324 | $6,746-95.2% | $14,329-97.7% | $7,344-95.6% |