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.
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 | $13,137 | $117,841-88.9% | $102,423-87.2% | $145,922-91.0% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 24.61% | 31.65%-7.0pp | 29.32%-4.7pp | 561.29%-536.7pp |
| Employer contribution / active EE | $2,319 | $3,615-35.8% | $3,023-23.3% | $4,660-50.2% |
| Participant deferral / active EE | $4,599 | $5,731-19.7% | $5,053-9.0% | $6,688-31.2% |
| Admin fee / account holder | $20 | $13,326-99.8% | $9,451-99.8% | $13,397-99.9% |