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 | $3,713 | $81,248-95.4% | $155,509-97.6% | $80,856-95.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.77% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $150 | $3,100-95.2% | $4,672-96.8% | $2,755-94.5% |
| Participant deferral / active EE | $959 | $3,452-72.2% | $5,626-83.0% | $4,296-77.7% |
| Admin fee / account holder | $372 | $7,997-95.3% | $15,912-97.7% | $6,918-94.6% |