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.)
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 | $7,198 | $114,381-93.7% | $107,525-93.3% | $142,382-94.9% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 40.37% | 242.71%-202.3pp | 181.32%-141.0pp | 217.08%-176.7pp |
| Employer contribution / active EE | $783 | $4,015-80.5% | $3,754-79.1% | $4,299-81.8% |
| Participant deferral / active EE | $2,511 | $5,564-54.9% | $5,116-50.9% | $6,507-61.4% |
| Admin fee / account holder | $368 | $9,860-96.3% | $8,919-95.9% | $12,624-97.1% |