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.
Employer 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.)
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 | $12,667 | $80,717-84.3% | $154,803-91.8% | $84,808-85.1% |
| Participation rate | 32.1% | 66.8%-34.7pp | 78.1%-46.0pp | 68.3%-36.2pp |
| Annual return | 17.49% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,943 | $3,303-41.2% | $5,540-64.9% | $4,212-53.9% |
| Admin fee / account holder | $1,532 | $6,746-77.3% | $14,329-89.3% | $7,344-79.1% |