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 | $4,614 | $117,983-96.1% | $101,794-95.5% | $142,382-96.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 33.19% | 36.92%-3.7pp | 30.53%+2.7pp | 217.08%-183.9pp |
| Employer contribution / active EE | $764 | $2,773-72.4% | $2,289-66.6% | $4,299-82.2% |
| Participant deferral / active EE | $905 | $4,714-80.8% | $4,084-77.8% | $6,507-86.1% |
| Admin fee / account holder | $302 | $10,433-97.1% | $8,777-96.6% | $12,624-97.6% |