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 | $102,598 | $159,602-35.7% | $150,045-31.6% | $142,382-27.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 8671.27% | 70.24%+8601.0pp | 62.55%+8608.7pp | 217.08%+8454.2pp |
| Employer contribution / active EE | $854 | $4,961-82.8% | $4,693-81.8% | $4,299-80.1% |
| Participant deferral / active EE | $4,496 | $8,310-45.9% | $7,997-43.8% | $6,507-30.9% |
| Admin fee / account holder | $634 | $14,846-95.7% | $13,435-95.3% | $12,624-95.0% |