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.
Participant 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 | $7,200 | $106,584-93.2% | $101,326-92.9% | $142,382-94.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 41.84% | 36.93%+4.9pp | 36.82%+5.0pp | 217.08%-175.2pp |
| Employer contribution / active EE | $1,102 | $3,956-72.1% | $3,665-69.9% | $4,299-74.4% |
| Participant deferral / active EE | $1,606 | $8,297-80.6% | $7,994-79.9% | $6,507-75.3% |
| Admin fee / account holder | $361 | $11,446-96.8% | $11,185-96.8% | $12,624-97.1% |