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 | $2,268 | $81,248-97.2% | $155,509-98.5% | $80,856-97.2% |
| Participation rate | 97.4% | 66.2%+31.2pp | 78.2%+19.2pp | 67.6%+29.8pp |
| Annual return | 19.49% | 33.31%-13.8pp | 64.67%-45.2pp | 35.59%-16.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,043 | $3,452-69.8% | $5,626-81.5% | $4,296-75.7% |
| Admin fee / account holder | $381 | $7,997-95.2% | $15,912-97.6% | $6,918-94.5% |