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.)
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 | $109,792 | $54,705+100.7% | $71,209+54.2% | $84,808+29.5% |
| Participation rate | 90.6% | 64.1%+26.5pp | 73.8%+16.8pp | 68.3%+22.3pp |
| Annual return | 0.00% | 35.90%-35.9pp | 282.51%-282.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $22,128 | $2,158+925.5% | $2,721+713.3% | $2,631+741.1% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $9,287 | $4,863+91.0% | $5,349+73.6% | $7,344+26.5% |