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 | $13,013 | $94,625-86.2% | $116,228-88.8% | $84,808-84.7% |
| Participation rate | 85.4% | 70.4%+15.0pp | 74.6%+10.9pp | 68.3%+17.1pp |
| Annual return | 9.08% | 20.40%-11.3pp | 90.06%-81.0pp | 40.90%-31.8pp |
| Employer contribution / active EE | $3,214 | $2,347+37.0% | $2,994+7.3% | $2,631+22.2% |
| Participant deferral / active EE | $4,334 | $3,972+9.1% | $4,953-12.5% | $4,212+2.9% |
| Admin fee / account holder | $2,481 | $10,091-75.4% | $11,989-79.3% | $7,344-66.2% |