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 | $1,640 | $70,606-97.7% | $53,898-97.0% | $142,382-98.8% |
| Participation rate | 53.8% | 63.7%-9.9pp | 55.0%-1.1pp | 80.1%-26.3pp |
| Annual return | -23.88% | 619.81%-643.7pp | 528.60%-552.5pp | 217.08%-241.0pp |
| Employer contribution / active EE | $340 | $1,202-71.7% | $932-63.5% | $4,299-92.1% |
| Participant deferral / active EE | $511 | $2,364-78.4% | $1,826-72.0% | $6,507-92.2% |
| Admin fee / account holder | $515 | $2,852-81.9% | $2,491-79.3% | $12,624-95.9% |