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.)
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 | $7,285 | $109,881-93.4% | $150,045-95.1% | $84,808-91.4% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.4pp | 68.3%+28.4pp |
| Annual return | 54.83% | 28.25%+26.6pp | 62.55%-7.7pp | 40.90%+13.9pp |
| Employer contribution / active EE | $2,149 | $3,561-39.7% | $4,693-54.2% | $2,631-18.3% |
| Participant deferral / active EE | $3,392 | $6,636-48.9% | $7,997-57.6% | $4,212-19.5% |
| Admin fee / account holder | $597 | $8,568-93.0% | $13,435-95.6% | $7,344-91.9% |