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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,881 | $74,888-97.5% | $71,209-97.4% | $142,382-98.7% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | -17.48% | 345.14%-362.6pp | 282.51%-300.0pp | 217.08%-234.6pp |
| Employer contribution / active EE | $654 | $2,854-77.1% | $2,721-76.0% | $4,299-84.8% |
| Participant deferral / active EE | $1,229 | $4,454-72.4% | $4,175-70.6% | $6,507-81.1% |
| Admin fee / account holder | $1,255 | $5,568-77.5% | $5,349-76.5% | $12,624-90.1% |