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 | $9,088 | $214,378-95.8% | $200,582-95.5% | $142,382-93.6% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 34.38% | 46.41%-12.0pp | 42.33%-8.0pp | 217.08%-182.7pp |
| Employer contribution / active EE | $2,225 | $6,841-67.5% | $6,419-65.3% | $4,299-48.3% |
| Participant deferral / active EE | $2,778 | $9,865-71.8% | $9,331-70.2% | $6,507-57.3% |
| Admin fee / account holder | $830 | $17,692-95.3% | $16,305-94.9% | $12,624-93.4% |