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 | $50,015 | $89,753-44.3% | $107,525-53.5% | $84,808-41.0% |
| Participation rate | 38.5% | 68.1%-29.6pp | 75.1%-36.6pp | 68.3%-29.8pp |
| Annual return | 1.75% | 29.48%-27.7pp | 181.32%-179.6pp | 40.90%-39.1pp |
| Employer contribution / active EE | $983 | $3,113-68.4% | $3,754-73.8% | $2,631-62.6% |
| Participant deferral / active EE | $4,347 | $4,056+7.2% | $5,116-15.0% | $4,212+3.2% |
| Admin fee / account holder | $4,510 | $7,222-37.5% | $8,919-49.4% | $7,344-38.6% |