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 | $2,335 | $111,754-97.9% | $103,333-97.7% | $145,922-98.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 24.77%-24.8pp | 24.88%-24.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,435 | $4,212-65.9% | $3,868-62.9% | $4,660-69.2% |
| Participant deferral / active EE | $1,450 | $5,619-74.2% | $5,057-71.3% | $6,688-78.3% |
| Admin fee / account holder | $330 | $9,750-96.6% | $8,355-96.1% | $13,397-97.5% |