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.
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.
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 | $11,788 | $109,413-89.2% | $156,263-92.5% | $84,808-86.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 7.38% | 20.18%-12.8pp | 59.47%-52.1pp | 40.90%-33.5pp |
| Employer contribution / active EE | $2,652 | $2,907-8.8% | $4,333-38.8% | $2,631+0.8% |
| Participant deferral / active EE | $3,060 | $4,590-33.3% | $6,158-50.3% | $4,212-27.3% |
| Admin fee / account holder | $511 | $9,357-94.5% | $14,255-96.4% | $7,344-93.0% |