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 | $8,481 | $159,602-94.7% | $150,045-94.3% | $142,382-94.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 28.84% | 70.24%-41.4pp | 62.55%-33.7pp | 217.08%-188.2pp |
| Employer contribution / active EE | $1,549 | $4,961-68.8% | $4,693-67.0% | $4,299-64.0% |
| Participant deferral / active EE | $2,401 | $8,310-71.1% | $7,997-70.0% | $6,507-63.1% |
| Admin fee / account holder | $576 | $14,846-96.1% | $13,435-95.7% | $12,624-95.4% |