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 | $7,873 | $81,248-90.3% | $155,509-94.9% | $80,856-90.3% |
| Participation rate | 59.2% | 66.2%-7.0pp | 78.2%-19.0pp | 67.6%-8.5pp |
| Annual return | 14.68% | 33.31%-18.6pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,690 | $3,100-45.5% | $4,672-63.8% | $2,755-38.7% |
| Participant deferral / active EE | $3,237 | $3,452-6.2% | $5,626-42.5% | $4,296-24.6% |
| Admin fee / account holder | $803 | $7,997-90.0% | $15,912-95.0% | $6,918-88.4% |