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.)
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 | $44,642 | $148,978-70.0% | $200,582-77.7% | $84,808-47.4% |
| Participation rate | 76.7% | 84.2%-7.6pp | 86.9%-10.2pp | 68.3%+8.4pp |
| Annual return | 19.16% | 28.16%-9.0pp | 42.33%-23.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,464 | $4,815-69.6% | $6,419-77.2% | $2,631-44.3% |
| Participant deferral / active EE | $5,757 | $7,142-19.4% | $9,331-38.3% | $4,212+36.7% |
| Admin fee / account holder | $1,238 | $13,977-91.1% | $16,305-92.4% | $7,344-83.1% |