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.)
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 | $63,906 | $77,314-17.3% | $177,989-64.1% | $80,856-21.0% |
| Participation rate | 46.6% | 65.7%-19.1pp | 77.1%-30.5pp | 67.6%-21.1pp |
| Annual return | 0.00% | 18.09%-18.1pp | 294.48%-294.5pp | 35.59%-35.6pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $721 | $4,411-83.7% | $6,276-88.5% | $4,296-83.2% |
| Admin fee / account holder | $1,232 | $7,191-82.9% | $10,363-88.1% | $6,918-82.2% |