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 | $14,313 | $109,881-87.0% | $150,045-90.5% | $84,808-83.1% |
| Participation rate | 72.2% | 76.1%-3.9pp | 82.3%-10.1pp | 68.3%+3.9pp |
| Annual return | 245.82% | 28.25%+217.6pp | 62.55%+183.3pp | 40.90%+204.9pp |
| Employer contribution / active EE | $330 | $3,561-90.7% | $4,693-93.0% | $2,631-87.4% |
| Participant deferral / active EE | $4,612 | $6,636-30.5% | $7,997-42.3% | $4,212+9.5% |
| Admin fee / account holder | $1,233 | $8,568-85.6% | $13,435-90.8% | $7,344-83.2% |