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 | $31,986 | $86,929-63.2% | $102,423-68.8% | $80,856-60.4% |
| Participation rate | 56.3% | 72.4%-16.1pp | 76.5%-20.2pp | 67.6%-11.4pp |
| Annual return | 17.33% | 18.88%-1.6pp | 29.32%-12.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $351 | $2,369-85.2% | $3,023-88.4% | $2,755-87.3% |
| Participant deferral / active EE | $3,723 | $4,118-9.6% | $5,053-26.3% | $4,296-13.3% |
| Admin fee / account holder | $1,638 | $8,049-79.6% | $9,451-82.7% | $6,918-76.3% |