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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,772 | $101,724-77.6% | $164,813-86.2% | $80,856-71.8% |
| Participation rate | 55.6% | 71.8%-16.3pp | 78.6%-23.0pp | 67.6%-12.1pp |
| Annual return | 44.51% | 16.72%+27.8pp | 69.93%-25.4pp | 35.59%+8.9pp |
| Employer contribution / active EE | $1,076 | $2,953-63.6% | $4,341-75.2% | $2,755-60.9% |
| Participant deferral / active EE | $2,668 | $4,477-40.4% | $6,031-55.8% | $4,296-37.9% |
| Admin fee / account holder | $2,795 | $8,227-66.0% | $12,690-78.0% | $6,918-59.6% |