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.)
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 | $2,677 | $53,516-95.0% | $126,539-97.9% | $84,808-96.8% |
| Participation rate | 86.3% | 58.2%+28.0pp | 69.8%+16.4pp | 68.3%+17.9pp |
| Annual return | -8.10% | 58.34%-66.4pp | 425.95%-434.0pp | 40.90%-49.0pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $651 | $2,671-75.6% | $4,083-84.1% | $4,212-84.5% |
| Admin fee / account holder | $708 | $4,497-84.3% | $6,065-88.3% | $7,344-90.4% |