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 | $11,995 | $179,726-93.3% | $156,263-92.3% | $142,382-91.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 74.08% | 77.86%-3.8pp | 59.47%+14.6pp | 217.08%-143.0pp |
| Employer contribution / active EE | $3,348 | $5,069-34.0% | $4,333-22.7% | $4,299-22.1% |
| Participant deferral / active EE | $6,459 | $6,956-7.1% | $6,158+4.9% | $6,507-0.7% |
| Admin fee / account holder | $4,839 | $17,272-72.0% | $14,255-66.1% | $12,624-61.7% |