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 | $5,655 | $183,519-96.9% | $155,509-96.4% | $145,922-96.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 37.09% | 61.17%-24.1pp | 64.67%-27.6pp | 561.29%-524.2pp |
| Employer contribution / active EE | $1,051 | $5,313-80.2% | $4,672-77.5% | $4,660-77.5% |
| Participant deferral / active EE | $1,909 | $6,462-70.5% | $5,626-66.1% | $6,688-71.5% |
| Admin fee / account holder | $350 | $19,313-98.2% | $15,912-97.8% | $13,397-97.4% |