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 | $7,896 | $80,673-90.2% | $101,326-92.2% | $84,808-90.7% |
| Participation rate | 90.0% | 77.8%+12.2pp | 81.5%+8.5pp | 68.3%+21.7pp |
| Annual return | 94.20% | 38.95%+55.2pp | 36.82%+57.4pp | 40.90%+53.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,413 | $6,840-6.3% | $7,994-19.8% | $4,212+52.3% |
| Admin fee / account holder | $437 | $12,784-96.6% | $11,185-96.1% | $7,344-94.0% |