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.
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 | $1,796 | $58,208-96.9% | $81,812-97.8% | $80,856-97.8% |
| Participation rate | 96.4% | 63.4%+32.9pp | 72.3%+24.0pp | 67.6%+28.7pp |
| Annual return | 0.00% | 41.66%-41.7pp | 773.79%-773.8pp | 35.59%-35.6pp |
| Employer contribution / active EE | $386 | $2,340-83.5% | $2,912-86.8% | $2,755-86.0% |
| Participant deferral / active EE | $1,493 | $3,281-54.5% | $4,319-65.4% | $4,296-65.3% |
| Admin fee / account holder | $23 | $4,981-99.5% | $7,386-99.7% | $6,918-99.7% |