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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,763 | $159,602-56.9% | $150,045-54.2% | $142,382-51.7% |
| Participation rate | 10.5% | 84.0%-73.5pp | 82.3%-71.8pp | 80.1%-69.6pp |
| Annual return | 48.50% | 70.24%-21.7pp | 62.55%-14.1pp | 217.08%-168.6pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $47,511 | $8,310+471.7% | $7,997+494.1% | $6,507+630.1% |
| Admin fee / account holder | $11,134 | $14,846-25.0% | $13,435-17.1% | $12,624-11.8% |