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.)
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 | $2,408 | $80,673-97.0% | $101,326-97.6% | $84,808-97.2% |
| Participation rate | 95.8% | 77.8%+18.0pp | 81.5%+14.3pp | 68.3%+27.5pp |
| Annual return | 18.40% | 38.95%-20.6pp | 36.82%-18.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $602 | $2,698-77.7% | $3,665-83.6% | $2,631-77.1% |
| Participant deferral / active EE | $1,295 | $6,840-81.1% | $7,994-83.8% | $4,212-69.3% |
| Admin fee / account holder | $883 | $12,784-93.1% | $11,185-92.1% | $7,344-88.0% |