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.
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 | $8,927 | $165,984-94.6% | $164,813-94.6% | $145,922-93.9% |
| Participation rate | 9.1% | 82.0%-72.9pp | 78.6%-69.5pp | 80.3%-71.2pp |
| Annual return | 92.97% | 100.03%-7.1pp | 69.93%+23.0pp | 561.29%-468.3pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,533 | $6,959-78.0% | $6,031-74.6% | $6,688-77.1% |
| Admin fee / account holder | $29 | $16,648-99.8% | $12,690-99.8% | $13,397-99.8% |