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 | $4,083 | $74,927-94.6% | $101,794-96.0% | $84,808-95.2% |
| Participation rate | 64.7% | 61.4%+3.3pp | 69.2%-4.5pp | 68.3%-3.6pp |
| Annual return | 31.12% | 18.70%+12.4pp | 30.53%+0.6pp | 40.90%-9.8pp |
| Employer contribution / active EE | $489 | $1,522-67.9% | $2,289-78.6% | $2,631-81.4% |
| Participant deferral / active EE | $1,317 | $3,099-57.5% | $4,084-67.8% | $4,212-68.7% |
| Admin fee / account holder | $510 | $6,514-92.2% | $8,777-94.2% | $7,344-93.1% |