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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,132 | $88,634-73.9% | $101,326-77.2% | $74,304-68.9% |
| Participation rate | 80.4% | 76.9%+3.6pp | 81.5%-1.1pp | 60.3%+20.1pp |
| Annual return | 96.41% | 33.10%+63.3pp | 36.82%+59.6pp | 29.43%+67.0pp |
| Employer contribution / active EE | $111 | $2,930-96.2% | $3,665-97.0% | $2,241-95.0% |
| Participant deferral / active EE | $8,342 | $7,322+13.9% | $7,994+4.4% | $3,767+121.4% |
| Admin fee / account holder | $1,780 | $2,425-26.6% | $11,185-84.1% | $2,969-40.0% |