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 | $18,100 | $79,013-77.1% | $100,391-82.0% | $74,495-75.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 0.00% | 20.41%-20.4pp | 49.20%-49.2pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $1,266 | $3,021-58.1% | $3,942-67.9% | $2,623-51.7% |
| Participant deferral / active EE | $2,256 | $7,760-70.9% | $8,082-72.1% | $4,346-48.1% |
| Admin fee / account holder | $1,899 | $1,320+43.9% | $7,899-76.0% | $1,942-2.2% |