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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,851 | $30,588-77.6% | $53,898-87.3% | $85,563-92.0% |
| Participation rate | 24.3% | 26.3%-2.0pp | 55.0%-30.6pp | 66.0%-41.6pp |
| Annual return | 18.85% | 50.42%-31.6pp | 528.60%-509.7pp | 31.51%-12.7pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $604 | $848-28.7% | $1,826-66.9% | $4,375-86.2% |
| Admin fee / account holder | $844 | $1,879-55.1% | $2,491-66.1% | $834+1.2% |