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 | $38,476 | $109,881-65.0% | $150,045-74.4% | $84,808-54.6% |
| Participation rate | 22.2% | 76.1%-53.9pp | 82.3%-60.1pp | 68.3%-46.1pp |
| Annual return | 786.10% | 28.25%+757.9pp | 62.55%+723.6pp | 40.90%+745.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,942 | $6,636-70.7% | $7,997-75.7% | $4,212-53.9% |
| Admin fee / account holder | $2,409 | $8,568-71.9% | $13,435-82.1% | $7,344-67.2% |