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.
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 | $3,986 | $177,572-97.8% | $154,803-97.4% | $142,382-97.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 30.21% | 65.07%-34.9pp | 58.88%-28.7pp | 217.08%-186.9pp |
| Employer contribution / active EE | $937 | $4,810-80.5% | $4,305-78.2% | $4,299-78.2% |
| Participant deferral / active EE | $1,100 | $6,272-82.5% | $5,540-80.2% | $6,507-83.1% |
| Admin fee / account holder | $77 | $16,786-99.5% | $14,329-99.5% | $12,624-99.4% |