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 | $3,432 | $51,576-93.3% | $129,207-97.3% | $80,856-95.8% |
| Participation rate | 6.9% | 57.0%-50.1pp | 69.6%-62.7pp | 67.6%-60.7pp |
| Annual return | 17.71% | 20.81%-3.1pp | 9417.33%-9399.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $267 | $2,669-90.0% | $4,168-93.6% | $4,296-93.8% |
| Admin fee / account holder | $560 | $4,305-87.0% | $7,715-92.7% | $6,918-91.9% |