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.)
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 | $4,129 | $49,915-91.7% | $154,803-97.3% | $74,304-94.4% |
| Participation rate | 87.3% | 54.0%+33.3pp | 78.1%+9.2pp | 60.3%+26.9pp |
| Annual return | 0.00% | 34.06%-34.1pp | 58.88%-58.9pp | 29.43%-29.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,474 | $2,255-34.6% | $5,540-73.4% | $3,767-60.9% |
| Admin fee / account holder | $717 | $2,189-67.3% | $14,329-95.0% | $2,969-75.9% |