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.
Employer 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.)
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 | $4,475 | $48,795-90.8% | $65,493-93.2% | $84,808-94.7% |
| Participation rate | 36.7% | 67.0%-30.3pp | 73.1%-36.4pp | 68.3%-31.6pp |
| Annual return | 33.71% | 20.20%+13.5pp | 982.45%-948.7pp | 40.90%-7.2pp |
| Employer contribution / active EE | $144 | $1,930-92.6% | $2,574-94.4% | $2,631-94.5% |
| Participant deferral / active EE | $939 | $2,928-67.9% | $3,961-76.3% | $4,212-77.7% |
| Admin fee / account holder | $428 | $3,877-89.0% | $5,028-91.5% | $7,344-94.2% |