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.
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 | $564 | $89,753-99.4% | $107,525-99.5% | $84,808-99.3% |
| Participation rate | 59.5% | 68.1%-8.5pp | 75.1%-15.6pp | 68.3%-8.8pp |
| Annual return | 16.85% | 29.48%-12.6pp | 181.32%-164.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $341 | $4,056-91.6% | $5,116-93.3% | $4,212-91.9% |
| Admin fee / account holder | $218 | $7,222-97.0% | $8,919-97.6% | $7,344-97.0% |