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.
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 | $6,849 | $214,378-96.8% | $200,582-96.6% | $142,382-95.2% |
| Participation rate | 54.5% | 87.4%-32.9pp | 86.9%-32.3pp | 80.1%-25.6pp |
| Annual return | 0.00% | 46.41%-46.4pp | 42.33%-42.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,576 | $6,841-77.0% | $6,419-75.4% | $4,299-63.3% |
| Participant deferral / active EE | $1,590 | $9,865-83.9% | $9,331-83.0% | $6,507-75.6% |
| Admin fee / account holder | $6 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |