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 | $1,634 | $54,705-97.0% | $71,209-97.7% | $84,808-98.1% |
| Participation rate | 24.2% | 64.1%-39.8pp | 73.8%-49.5pp | 68.3%-44.1pp |
| Annual return | 30.17% | 35.90%-5.7pp | 282.51%-252.3pp | 40.90%-10.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $554 | $3,030-81.7% | $4,175-86.7% | $4,212-86.9% |
| Admin fee / account holder | $415 | $4,863-91.5% | $5,349-92.2% | $7,344-94.3% |