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.
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 | $9,197 | $159,602-94.2% | $150,045-93.9% | $142,382-93.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -56.16% | 70.24%-126.4pp | 62.55%-118.7pp | 217.08%-273.2pp |
| Employer contribution / active EE | $4,055 | $4,961-18.3% | $4,693-13.6% | $4,299-5.7% |
| Participant deferral / active EE | $13,613 | $8,310+63.8% | $7,997+70.2% | $6,507+109.2% |
| Admin fee / account holder | $4,223 | $14,846-71.6% | $13,435-68.6% | $12,624-66.5% |