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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,056 | $74,888-91.9% | $71,209-91.5% | $142,382-95.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 2.38% | 345.14%-342.8pp | 282.51%-280.1pp | 217.08%-214.7pp |
| Employer contribution / active EE | $834 | $2,854-70.8% | $2,721-69.3% | $4,299-80.6% |
| Participant deferral / active EE | $1,684 | $4,454-62.2% | $4,175-59.7% | $6,507-74.1% |
| Admin fee / account holder | $1,815 | $5,568-67.4% | $5,349-66.1% | $12,624-85.6% |