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 | $9,126 | $183,519-95.0% | $155,509-94.1% | $145,922-93.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 73.62% | 61.17%+12.5pp | 64.67%+9.0pp | 561.29%-487.7pp |
| Employer contribution / active EE | $1,601 | $5,313-69.9% | $4,672-65.7% | $4,660-65.6% |
| Participant deferral / active EE | $1,725 | $6,462-73.3% | $5,626-69.3% | $6,688-74.2% |
| Admin fee / account holder | $372 | $19,313-98.1% | $15,912-97.7% | $13,397-97.2% |