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.)
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 | $1,222 | $74,888-98.4% | $71,209-98.3% | $142,382-99.1% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | -10.99% | 345.14%-356.1pp | 282.51%-293.5pp | 217.08%-228.1pp |
| Employer contribution / active EE | $416 | $2,854-85.4% | $2,721-84.7% | $4,299-90.3% |
| Participant deferral / active EE | $423 | $4,454-90.5% | $4,175-89.9% | $6,507-93.5% |
| Admin fee / account holder | $482 | $5,568-91.3% | $5,349-91.0% | $12,624-96.2% |