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 | $8,763 | $177,572-95.1% | $154,803-94.3% | $142,382-93.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 252.77% | 65.07%+187.7pp | 58.88%+193.9pp | 217.08%+35.7pp |
| Employer contribution / active EE | $1,311 | $4,810-72.7% | $4,305-69.6% | $4,299-69.5% |
| Participant deferral / active EE | $1,612 | $6,272-74.3% | $5,540-70.9% | $6,507-75.2% |
| Admin fee / account holder | $867 | $16,786-94.8% | $14,329-94.0% | $12,624-93.1% |