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.)
Annual investment return 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 | $8,163 | $95,803-91.5% | $113,168-92.8% | $84,808-90.4% |
| Participation rate | 34.8% | 72.9%-38.1pp | 76.6%-41.8pp | 68.3%-33.5pp |
| Annual return | 9.52% | 25.00%-15.5pp | 24.27%-14.7pp | 40.90%-31.4pp |
| Employer contribution / active EE | $933 | $2,360-60.5% | $2,975-68.7% | $2,631-64.5% |
| Participant deferral / active EE | $2,191 | $4,242-48.4% | $5,107-57.1% | $4,212-48.0% |
| Admin fee / account holder | $1,399 | $8,989-84.4% | $12,068-88.4% | $7,344-80.9% |