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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,691 | $74,888-88.4% | $71,209-87.8% | $142,382-93.9% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | -10.14% | 345.14%-355.3pp | 282.51%-292.7pp | 217.08%-227.2pp |
| Employer contribution / active EE | $1,580 | $2,854-44.6% | $2,721-41.9% | $4,299-63.2% |
| Participant deferral / active EE | $1,658 | $4,454-62.8% | $4,175-60.3% | $6,507-74.5% |
| Admin fee / account holder | $1,478 | $5,568-73.4% | $5,349-72.4% | $12,624-88.3% |