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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,373 | $76,738-98.2% | $56,411-97.6% | $145,922-99.1% |
| Participation rate | 85.0% | 63.2%+21.8pp | 52.5%+32.5pp | 80.3%+4.7pp |
| Annual return | 2.69% | 2994.23%-2991.5pp | 1701.33%-1698.6pp | 561.29%-558.6pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,588 | $2,623-39.4% | $1,952-18.6% | $6,688-76.2% |
| Admin fee / account holder | $570 | $3,334-82.9% | $2,829-79.9% | $13,397-95.7% |