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 | $5,562 | $179,726-96.9% | $156,263-96.4% | $142,382-96.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 58.48% | 77.86%-19.4pp | 59.47%-1.0pp | 217.08%-158.6pp |
| Employer contribution / active EE | $894 | $5,069-82.4% | $4,333-79.4% | $4,299-79.2% |
| Participant deferral / active EE | $2,861 | $6,956-58.9% | $6,158-53.5% | $6,507-56.0% |
| Admin fee / account holder | $699 | $17,272-96.0% | $14,255-95.1% | $12,624-94.5% |