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 | $10,755 | $44,897-76.0% | $84,966-87.3% | $199,593-94.6% |
| Participation rate | 1.9% | 45.7%-43.8pp | 67.5%-65.6pp | 72.0%-70.0pp |
| Annual return | 10.02% | 20.96%-10.9pp | 66.38%-56.4pp | 34.25%-24.2pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $13 | $2,668-99.5% | $4,519-99.7% | $5,087-99.7% |
| Admin fee / account holder | $569 | $584-2.6% | $6,149-90.7% | $269+111.7% |