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 | $15,472 | $214,378-92.8% | $200,582-92.3% | $142,382-89.1% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 16.43% | 46.41%-30.0pp | 42.33%-25.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,543 | $6,841-77.4% | $6,419-76.0% | $4,299-64.1% |
| Participant deferral / active EE | $2,997 | $9,865-69.6% | $9,331-67.9% | $6,507-54.0% |
| Admin fee / account holder | $1,532 | $17,692-91.3% | $16,305-90.6% | $12,624-87.9% |