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 | $2,908 | $72,400-96.0% | $67,502-95.7% | $145,922-98.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.17% | 7182.46%-7174.3pp | 3512.12%-3504.0pp | 561.29%-553.1pp |
| Employer contribution / active EE | $844 | $3,069-72.5% | $2,731-69.1% | $4,660-81.9% |
| Participant deferral / active EE | $967 | $4,783-79.8% | $4,000-75.8% | $6,688-85.5% |
| Admin fee / account holder | $389 | $5,539-93.0% | $3,998-90.3% | $13,397-97.1% |