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.
Employer 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.)
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 | $20,110 | $59,623-66.3% | $95,585-79.0% | $85,563-76.5% |
| Participation rate | 28.6% | 57.2%-28.7pp | 72.1%-43.5pp | 66.0%-37.4pp |
| Annual return | 22.62% | 18.22%+4.4pp | 38.56%-15.9pp | 31.51%-8.9pp |
| Employer contribution / active EE | $393 | $1,669-76.5% | $2,527-84.5% | $2,654-85.2% |
| Participant deferral / active EE | $945 | $3,357-71.8% | $4,023-76.5% | $4,375-78.4% |
| Admin fee / account holder | $578 | $650-11.1% | $6,127-90.6% | $834-30.7% |