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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,546 | $109,413-96.8% | $156,263-97.7% | $84,808-95.8% |
| Participation rate | 81.5% | 72.7%+8.8pp | 78.9%+2.6pp | 68.3%+13.2pp |
| Annual return | -173.33% | 20.18%-193.5pp | 59.47%-232.8pp | 40.90%-214.2pp |
| Employer contribution / active EE | $988 | $2,907-66.0% | $4,333-77.2% | $2,631-62.4% |
| Participant deferral / active EE | $2,149 | $4,590-53.2% | $6,158-65.1% | $4,212-49.0% |
| Admin fee / account holder | $1,050 | $9,357-88.8% | $14,255-92.6% | $7,344-85.7% |