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 | $7,647 | $81,248-90.6% | $155,509-95.1% | $80,856-90.5% |
| Participation rate | 92.3% | 66.2%+26.1pp | 78.2%+14.1pp | 67.6%+24.7pp |
| Annual return | 0.00% | 33.31%-33.3pp | 64.67%-64.7pp | 35.59%-35.6pp |
| Employer contribution / active EE | $2,415 | $3,100-22.1% | $4,672-48.3% | $2,755-12.3% |
| Participant deferral / active EE | $5,022 | $3,452+45.5% | $5,626-10.7% | $4,296+16.9% |
| Admin fee / account holder | $45 | $7,997-99.4% | $15,912-99.7% | $6,918-99.4% |