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 | $6,600 | $210,648-96.9% | $177,989-96.3% | $145,922-95.5% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 26.51% | 385.86%-359.4pp | 294.48%-268.0pp | 561.29%-534.8pp |
| Employer contribution / active EE | $1,382 | $4,565-69.7% | $3,949-65.0% | $4,660-70.3% |
| Participant deferral / active EE | $1,737 | $6,958-75.0% | $6,276-72.3% | $6,688-74.0% |
| Admin fee / account holder | $1,024 | $12,013-91.5% | $10,363-90.1% | $13,397-92.4% |