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.
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 | $3,077 | $78,926-96.1% | $136,749-97.7% | $84,808-96.4% |
| Participation rate | 64.3% | 62.2%+2.1pp | 72.1%-7.9pp | 68.3%-4.0pp |
| Annual return | 20.95% | 18.17%+2.8pp | 24.33%-3.4pp | 40.90%-19.9pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,660 | $3,168-47.6% | $4,692-64.6% | $4,212-60.6% |
| Admin fee / account holder | $248 | $6,369-96.1% | $11,386-97.8% | $7,344-96.6% |