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 | $7,080 | $114,381-93.8% | $107,525-93.4% | $142,382-95.0% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 28.51% | 242.71%-214.2pp | 181.32%-152.8pp | 217.08%-188.6pp |
| Employer contribution / active EE | $797 | $4,015-80.2% | $3,754-78.8% | $4,299-81.5% |
| Participant deferral / active EE | $4,910 | $5,564-11.8% | $5,116-4.0% | $6,507-24.5% |
| Admin fee / account holder | $683 | $9,860-93.1% | $8,919-92.3% | $12,624-94.6% |