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.)
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 | $22,800 | $61,774-63.1% | $97,226-76.5% | $80,856-71.8% |
| Participation rate | 92.6% | 63.5%+29.1pp | 72.7%+19.9pp | 67.6%+25.0pp |
| Annual return | 0.00% | -557.90%+557.9pp | 75.13%-75.1pp | 35.59%-35.6pp |
| Employer contribution / active EE | $4,569 | $1,837+148.8% | $2,729+67.4% | $2,755+65.9% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,523 | $5,166-31.8% | $5,654-37.7% | $6,918-49.1% |