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 | $5,492 | $87,870-93.8% | $113,168-95.1% | $74,304-92.6% |
| Participation rate | 74.8% | 70.7%+4.0pp | 76.6%-1.8pp | 60.3%+14.4pp |
| Annual return | 33.55% | 26.44%+7.1pp | 24.27%+9.3pp | 29.43%+4.1pp |
| Employer contribution / active EE | $1,138 | $2,277-50.0% | $2,975-61.8% | $2,241-49.2% |
| Participant deferral / active EE | $1,300 | $4,241-69.4% | $5,107-74.6% | $3,767-65.5% |
| Admin fee / account holder | $504 | $3,368-85.0% | $12,068-95.8% | $2,969-83.0% |