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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357 | $81,625-99.6% | $167,512-99.8% | $74,304-99.5% |
| Participation rate | 54.4% | 60.0%-5.6pp | 77.1%-22.6pp | 60.3%-5.9pp |
| Annual return | 36.78% | 26.09%+10.7pp | 1615.79%-1579.0pp | 29.43%+7.3pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $160 | $4,115-96.1% | $6,405-97.5% | $3,767-95.8% |
| Admin fee / account holder | $34 | $3,474-99.0% | $9,769-99.7% | $2,969-98.9% |