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 | $5,859 | $61,774-90.5% | $97,226-94.0% | $80,856-92.8% |
| Participation rate | 87.8% | 63.5%+24.3pp | 72.7%+15.1pp | 67.6%+20.1pp |
| Annual return | 34.66% | -557.90%+592.6pp | 75.13%-40.5pp | 35.59%-0.9pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,772 | $3,029-8.5% | $4,264-35.0% | $4,296-35.5% |
| Admin fee / account holder | $2,518 | $5,166-51.3% | $5,654-55.5% | $6,918-63.6% |