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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $947 | $100,773-99.1% | $88,946-98.9% | $142,382-99.3% |
| Participation rate | 17.4% | 74.3%-56.9pp | 68.8%-51.5pp | 80.1%-62.7pp |
| Annual return | 2.43% | 70.18%-67.7pp | 57.82%-55.4pp | 217.08%-214.6pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $650 | $5,230-87.6% | $4,581-85.8% | $6,507-90.0% |
| Admin fee / account holder | $849 | $9,693-91.2% | $8,261-89.7% | $12,624-93.3% |