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 | $6,150 | $60,022-89.8% | $88,946-93.1% | $84,808-92.7% |
| Participation rate | 42.9% | 57.8%-15.0pp | 68.8%-26.0pp | 68.3%-25.5pp |
| Annual return | 15.75% | 22.43%-6.7pp | 57.82%-42.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,616 | $3,114-48.1% | $4,581-64.7% | $4,212-61.6% |
| Admin fee / account holder | $1,900 | $4,811-60.5% | $8,261-77.0% | $7,344-74.1% |