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 | $6,954 | $71,050-90.2% | $93,606-92.6% | $80,856-91.4% |
| Participation rate | 64.0% | 60.4%+3.6pp | 68.7%-4.7pp | 67.6%-3.6pp |
| Annual return | 21.64% | 11.26%+10.4pp | 133.20%-111.6pp | 35.59%-14.0pp |
| Employer contribution / active EE | $1,134 | $1,564-27.5% | $2,420-53.1% | $2,755-58.8% |
| Participant deferral / active EE | $1,134 | $4,034-71.9% | $4,411-74.3% | $4,296-73.6% |
| Admin fee / account holder | $14 | $6,945-99.8% | $8,285-99.8% | $6,918-99.8% |