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 | $33,309 | $88,751-62.5% | $81,812-59.3% | $145,922-77.2% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 24.50% | 1025.40%-1000.9pp | 773.79%-749.3pp | 561.29%-536.8pp |
| Employer contribution / active EE | $1,819 | $3,083-41.0% | $2,912-37.5% | $4,660-61.0% |
| Participant deferral / active EE | $6,965 | $4,643+50.0% | $4,319+61.3% | $6,688+4.1% |
| Admin fee / account holder | $2,276 | $8,415-73.0% | $7,386-69.2% | $13,397-83.0% |