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 | $1,223 | $30,400-96.0% | $53,898-97.7% | $84,808-98.6% |
| Participation rate | 70.8% | 46.4%+24.4pp | 55.0%+15.9pp | 68.3%+2.5pp |
| Annual return | 14.75% | 500.19%-485.4pp | 528.60%-513.9pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $489 | $1,199-59.2% | $1,826-73.2% | $4,212-88.4% |
| Admin fee / account holder | $354 | $1,993-82.2% | $2,491-85.8% | $7,344-95.2% |