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 | $5,625 | $127,065-95.6% | $113,168-95.0% | $142,382-96.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 251.41% | 24.03%+227.4pp | 24.27%+227.1pp | 217.08%+34.3pp |
| Employer contribution / active EE | $1,417 | $3,442-58.8% | $2,975-52.4% | $4,299-67.0% |
| Participant deferral / active EE | $1,454 | $5,716-74.6% | $5,107-71.5% | $6,507-77.7% |
| Admin fee / account holder | $671 | $15,736-95.7% | $12,068-94.4% | $12,624-94.7% |