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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,336 | $61,774-15.3% | $97,226-46.2% | $80,856-35.3% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.7%-6.0pp | 67.6%-1.0pp |
| Annual return | 26.76% | -557.90%+584.7pp | 75.13%-48.4pp | 35.59%-8.8pp |
| Employer contribution / active EE | $4,673 | $1,837+154.5% | $2,729+71.3% | $2,755+69.6% |
| Participant deferral / active EE | $12,142 | $3,029+300.9% | $4,264+184.8% | $4,296+182.7% |
| Admin fee / account holder | $8,389 | $5,166+62.4% | $5,654+48.4% | $6,918+21.3% |