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.
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 | $4,130 | $64,839-93.6% | $95,585-95.7% | $84,808-95.1% |
| Participation rate | 48.7% | 63.8%-15.1pp | 72.1%-23.4pp | 68.3%-19.6pp |
| Annual return | 36.03% | -670.96%+707.0pp | 38.56%-2.5pp | 40.90%-4.9pp |
| Employer contribution / active EE | $659 | $1,759-62.5% | $2,527-73.9% | $2,631-74.9% |
| Participant deferral / active EE | $1,158 | $2,965-60.9% | $4,023-71.2% | $4,212-72.5% |
| Admin fee / account holder | $551 | $5,964-90.8% | $6,127-91.0% | $7,344-92.5% |