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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,510 | $30,400-95.0% | $53,898-97.2% | $84,808-98.2% |
| Participation rate | 28.6% | 46.4%-17.9pp | 55.0%-26.4pp | 68.3%-39.7pp |
| Annual return | 4.67% | 500.19%-495.5pp | 528.60%-523.9pp | 40.90%-36.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $416 | $1,199-65.3% | $1,826-77.2% | $4,212-90.1% |
| Admin fee / account holder | $301 | $1,993-84.9% | $2,491-87.9% | $7,344-95.9% |