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 | $8,318 | $114,381-92.7% | $107,525-92.3% | $142,382-94.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 25.26% | 242.71%-217.4pp | 181.32%-156.1pp | 217.08%-191.8pp |
| Employer contribution / active EE | $799 | $4,015-80.1% | $3,754-78.7% | $4,299-81.4% |
| Participant deferral / active EE | $3,393 | $5,564-39.0% | $5,116-33.7% | $6,507-47.9% |
| Admin fee / account holder | $1,217 | $9,860-87.7% | $8,919-86.4% | $12,624-90.4% |