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.)
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 | $16,778 | $183,519-90.9% | $155,509-89.2% | $145,922-88.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.09% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $7,694 | $5,313+44.8% | $4,672+64.7% | $4,660+65.1% |
| Participant deferral / active EE | $3,536 | $6,462-45.3% | $5,626-37.2% | $6,688-47.1% |
| Admin fee / account holder | $369 | $19,313-98.1% | $15,912-97.7% | $13,397-97.2% |