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.
Employer contribution per participant 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 | $25,619 | $89,753-71.5% | $107,525-76.2% | $84,808-69.8% |
| Participation rate | 20.0% | 68.1%-48.1pp | 75.1%-55.1pp | 68.3%-48.3pp |
| Annual return | 24.00% | 29.48%-5.5pp | 181.32%-157.3pp | 40.90%-16.9pp |
| Employer contribution / active EE | $606 | $3,113-80.5% | $3,754-83.9% | $2,631-77.0% |
| Participant deferral / active EE | $2,145 | $4,056-47.1% | $5,116-58.1% | $4,212-49.1% |
| Admin fee / account holder | $183 | $7,222-97.5% | $8,919-97.9% | $7,344-97.5% |