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 | $7,405 | $60,323-87.7% | $81,812-90.9% | $74,495-90.1% |
| Participation rate | 49.7% | 62.9%-13.2pp | 72.3%-22.7pp | 67.2%-17.5pp |
| Annual return | 0.00% | 16.90%-16.9pp | 773.79%-773.8pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $649 | $2,620-75.2% | $2,912-77.7% | $2,623-75.3% |
| Participant deferral / active EE | $1,178 | $3,387-65.2% | $4,319-72.7% | $4,346-72.9% |
| Admin fee / account holder | $821 | $1,486-44.8% | $7,386-88.9% | $1,942-57.7% |