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.)
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 | $49,610 | $114,381-56.6% | $107,525-53.9% | $142,382-65.2% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 377.04% | 242.71%+134.3pp | 181.32%+195.7pp | 217.08%+160.0pp |
| Employer contribution / active EE | $30,314 | $4,015+655.1% | $3,754+707.6% | $4,299+605.1% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $7,979 | $9,860-19.1% | $8,919-10.5% | $12,624-36.8% |