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 | $54,277 | $71,050-23.6% | $93,606-42.0% | $80,856-32.9% |
| Participation rate | 92.9% | 60.4%+32.4pp | 68.7%+24.1pp | 67.6%+25.2pp |
| Annual return | 0.00% | 11.26%-11.3pp | 133.20%-133.2pp | 35.59%-35.6pp |
| Employer contribution / active EE | $8,337 | $1,564+433.2% | $2,420+244.5% | $2,755+202.6% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,408 | $6,945-36.5% | $8,285-46.8% | $6,918-36.3% |