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.
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 | $2,674 | $148,978-98.2% | $200,582-98.7% | $84,808-96.8% |
| Participation rate | 64.1% | 84.2%-20.1pp | 86.9%-22.8pp | 68.3%-4.2pp |
| Annual return | -18.29% | 28.16%-46.5pp | 42.33%-60.6pp | 40.90%-59.2pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,298 | $7,142-67.8% | $9,331-75.4% | $4,212-45.4% |
| Admin fee / account holder | $674 | $13,977-95.2% | $16,305-95.9% | $7,344-90.8% |