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 | $2,202 | $158,398-98.6% | $126,539-98.3% | $142,382-98.5% |
| Participation rate | 63.2% | 75.8%-12.6pp | 69.8%-6.7pp | 80.1%-17.0pp |
| Annual return | 27.70% | 593.76%-566.1pp | 425.95%-398.2pp | 217.08%-189.4pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $770 | $4,767-83.8% | $4,083-81.1% | $6,507-88.2% |
| Admin fee / account holder | $276 | $6,918-96.0% | $6,065-95.5% | $12,624-97.8% |