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.
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 | $3,073 | $80,673-96.2% | $101,326-97.0% | $84,808-96.4% |
| Participation rate | 72.4% | 77.8%-5.4pp | 81.5%-9.1pp | 68.3%+4.1pp |
| Annual return | 0.00% | 38.95%-39.0pp | 36.82%-36.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,412 | $6,840-64.7% | $7,994-69.8% | $4,212-42.7% |
| Admin fee / account holder | $19 | $12,784-99.9% | $11,185-99.8% | $7,344-99.7% |