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 | $3,085 | $114,381-97.3% | $107,525-97.1% | $142,382-97.8% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 49.95% | 242.71%-192.8pp | 181.32%-131.4pp | 217.08%-167.1pp |
| Employer contribution / active EE | $1,919 | $4,015-52.2% | $3,754-48.9% | $4,299-55.4% |
| Participant deferral / active EE | $1,329 | $5,564-76.1% | $5,116-74.0% | $6,507-79.6% |
| Admin fee / account holder | $1,208 | $9,860-87.7% | $8,919-86.5% | $12,624-90.4% |