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 | $3,521 | $100,326-96.5% | $180,183-98.0% | $84,808-95.8% |
| Participation rate | 92.5% | 71.0%+21.4pp | 77.4%+15.0pp | 68.3%+24.1pp |
| Annual return | 20.79% | 17.86%+2.9pp | 27.86%-7.1pp | 40.90%-20.1pp |
| Employer contribution / active EE | $823 | $3,269-74.8% | $5,039-83.7% | $2,631-68.7% |
| Participant deferral / active EE | $3,787 | $5,066-25.2% | $6,822-44.5% | $4,212-10.1% |
| Admin fee / account holder | $3,250 | $9,674-66.4% | $19,975-83.7% | $7,344-55.7% |