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 | $4,900 | $159,602-96.9% | $150,045-96.7% | $142,382-96.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 37.81% | 70.24%-32.4pp | 62.55%-24.7pp | 217.08%-179.3pp |
| Employer contribution / active EE | $1,011 | $4,961-79.6% | $4,693-78.4% | $4,299-76.5% |
| Participant deferral / active EE | $2,160 | $8,310-74.0% | $7,997-73.0% | $6,507-66.8% |
| Admin fee / account holder | $712 | $14,846-95.2% | $13,435-94.7% | $12,624-94.4% |