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.
Participant 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.)
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 | $1,818 | $189,613-99.0% | $167,512-98.9% | $142,382-98.7% |
| Participation rate | 94.1% | 80.1%+14.0pp | 77.1%+17.1pp | 80.1%+14.0pp |
| Annual return | 30.83% | 2024.68%-1993.9pp | 1615.79%-1585.0pp | 217.08%-186.2pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,180 | $6,981-83.1% | $6,405-81.6% | $6,507-81.9% |
| Admin fee / account holder | $317 | $10,528-97.0% | $9,769-96.8% | $12,624-97.5% |