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.
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.)
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 | $7,022 | $94,625-92.6% | $116,228-94.0% | $84,808-91.7% |
| Participation rate | 81.8% | 70.4%+11.4pp | 74.6%+7.3pp | 68.3%+13.5pp |
| Annual return | 15.95% | 20.40%-4.5pp | 90.06%-74.1pp | 40.90%-24.9pp |
| Employer contribution / active EE | $404 | $2,347-82.8% | $2,994-86.5% | $2,631-84.7% |
| Participant deferral / active EE | $2,584 | $3,972-34.9% | $4,953-47.8% | $4,212-38.6% |
| Admin fee / account holder | $508 | $10,091-95.0% | $11,989-95.8% | $7,344-93.1% |