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 | $3,409 | $104,974-96.8% | $95,585-96.4% | $142,382-97.6% |
| Participation rate | 55.6% | 75.0%-19.4pp | 72.1%-16.5pp | 80.1%-24.6pp |
| Annual return | 39.01% | 210.33%-171.3pp | 38.56%+0.5pp | 217.08%-178.1pp |
| Employer contribution / active EE | $748 | $2,779-73.1% | $2,527-70.4% | $4,299-82.6% |
| Participant deferral / active EE | $748 | $4,352-82.8% | $4,023-81.4% | $6,507-88.5% |
| Admin fee / account holder | $391 | $6,386-93.9% | $6,127-93.6% | $12,624-96.9% |