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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,551 | $179,726-44.1% | $156,263-35.7% | $142,382-29.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.46% | 77.86%-70.4pp | 59.47%-52.0pp | 217.08%-209.6pp |
| Employer contribution / active EE | $3,897 | $5,069-23.1% | $4,333-10.1% | $4,299-9.4% |
| Participant deferral / active EE | $1,230 | $6,956-82.3% | $6,158-80.0% | $6,507-81.1% |
| Admin fee / account holder | $2,024 | $17,272-88.3% | $14,255-85.8% | $12,624-84.0% |