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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,470 | $96,484-88.1% | $156,263-92.7% | $74,304-84.6% |
| Participation rate | 62.1% | 67.7%-5.5pp | 78.9%-16.8pp | 60.3%+1.8pp |
| Annual return | 530.40% | 17.73%+512.7pp | 59.47%+470.9pp | 29.43%+501.0pp |
| Employer contribution / active EE | $1,286 | $2,528-49.1% | $4,333-70.3% | $2,241-42.6% |
| Participant deferral / active EE | $2,837 | $4,286-33.8% | $6,158-53.9% | $3,767-24.7% |
| Admin fee / account holder | $350 | $3,728-90.6% | $14,255-97.5% | $2,969-88.2% |