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 | $1,928 | $177,572-98.9% | $154,803-98.8% | $142,382-98.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 100.66% | 65.07%+35.6pp | 58.88%+41.8pp | 217.08%-116.4pp |
| Employer contribution / active EE | $397 | $4,810-91.7% | $4,305-90.8% | $4,299-90.8% |
| Participant deferral / active EE | $1,907 | $6,272-69.6% | $5,540-65.6% | $6,507-70.7% |
| Admin fee / account holder | $353 | $16,786-97.9% | $14,329-97.5% | $12,624-97.2% |