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 | $6,207 | $214,378-97.1% | $200,582-96.9% | $142,382-95.6% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 32.80% | 46.41%-13.6pp | 42.33%-9.5pp | 217.08%-184.3pp |
| Employer contribution / active EE | $1,623 | $6,841-76.3% | $6,419-74.7% | $4,299-62.2% |
| Participant deferral / active EE | $2,360 | $9,865-76.1% | $9,331-74.7% | $6,507-63.7% |
| Admin fee / account holder | $2,533 | $17,692-85.7% | $16,305-84.5% | $12,624-79.9% |