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.
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 | $4,563 | $127,065-96.4% | $113,168-96.0% | $142,382-96.8% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 20.94% | 24.03%-3.1pp | 24.27%-3.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,054 | $5,716-64.1% | $5,107-59.8% | $6,507-68.4% |
| Admin fee / account holder | $52 | $15,736-99.7% | $12,068-99.6% | $12,624-99.6% |