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.)
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 | $27,703 | $101,317-72.7% | $146,958-81.1% | $74,495-62.8% |
| Participation rate | 32.7% | 75.5%-42.9pp | 82.2%-49.5pp | 67.2%-34.5pp |
| Annual return | 36.81% | 8730.91%-8694.1pp | 418.34%-381.5pp | 1364.94%-1328.1pp |
| Employer contribution / active EE | $985 | $3,810-74.1% | $4,933-80.0% | $2,623-62.4% |
| Participant deferral / active EE | $1,653 | $7,303-77.4% | $8,070-79.5% | $4,346-62.0% |
| Admin fee / account holder | $968 | $1,739-44.4% | $12,998-92.6% | $1,942-50.2% |