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 | $31,091 | $96,484-67.8% | $156,263-80.1% | $74,304-58.2% |
| Participation rate | 54.2% | 67.7%-13.5pp | 78.9%-24.7pp | 60.3%-6.2pp |
| Annual return | 22.71% | 17.73%+5.0pp | 59.47%-36.8pp | 29.43%-6.7pp |
| Employer contribution / active EE | $1,452 | $2,528-42.6% | $4,333-66.5% | $2,241-35.2% |
| Participant deferral / active EE | $3,208 | $4,286-25.2% | $6,158-47.9% | $3,767-14.8% |
| Admin fee / account holder | $645 | $3,728-82.7% | $14,255-95.5% | $2,969-78.3% |