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 | $5,705 | $189,613-97.0% | $167,512-96.6% | $142,382-96.0% |
| Participation rate | 91.7% | 80.1%+11.5pp | 77.1%+14.6pp | 80.1%+11.5pp |
| Annual return | 0.00% | 2024.68%-2024.7pp | 1615.79%-1615.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $449 | $4,349-89.7% | $3,882-88.4% | $4,299-89.6% |
| Participant deferral / active EE | $2,020 | $6,981-71.1% | $6,405-68.5% | $6,507-69.0% |
| Admin fee / account holder | $764 | $10,528-92.7% | $9,769-92.2% | $12,624-93.9% |