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 | $3,775 | $186,002-98.0% | $186,002-98.0% | $350,135-98.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 71.9%+28.1pp | 79.0%+21.0pp |
| Annual return | 508.33% | 14.60%+493.7pp | 11.51%+496.8pp | 11.86%+496.5pp |
| Employer contribution / active EE | $125 | $12,809-99.0% | $12,809-99.0% | $12,925-99.0% |
| Participant deferral / active EE | $900 | $6,435-86.0% | $6,435-86.0% | $4,976-81.9% |
| Admin fee / account holder | $1,000 | $9,546-89.5% | $9,546-89.5% | $23,717-95.8% |