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 | $14,421 | $159,602-91.0% | $150,045-90.4% | $142,382-89.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 2.26% | 70.24%-68.0pp | 62.55%-60.3pp | 217.08%-214.8pp |
| Employer contribution / active EE | $2,917 | $4,961-41.2% | $4,693-37.8% | $4,299-32.1% |
| Participant deferral / active EE | $3,646 | $8,310-56.1% | $7,997-54.4% | $6,507-44.0% |
| Admin fee / account holder | $2,347 | $14,846-84.2% | $13,435-82.5% | $12,624-81.4% |