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 | $8,933 | $177,572-95.0% | $154,803-94.2% | $142,382-93.7% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | -25.52% | 65.07%-90.6pp | 58.88%-84.4pp | 217.08%-242.6pp |
| Employer contribution / active EE | $1,119 | $4,810-76.7% | $4,305-74.0% | $4,299-74.0% |
| Participant deferral / active EE | $4,948 | $6,272-21.1% | $5,540-10.7% | $6,507-24.0% |
| Admin fee / account holder | $2,496 | $16,786-85.1% | $14,329-82.6% | $12,624-80.2% |