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.)
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 | $3,209 | $148,978-97.8% | $200,582-98.4% | $84,808-96.2% |
| Participation rate | 71.4% | 84.2%-12.8pp | 86.9%-15.5pp | 68.3%+3.1pp |
| Annual return | 24.14% | 28.16%-4.0pp | 42.33%-18.2pp | 40.90%-16.8pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,160 | $7,142-83.8% | $9,331-87.6% | $4,212-72.4% |
| Admin fee / account holder | $354 | $13,977-97.5% | $16,305-97.8% | $7,344-95.2% |