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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,019 | $106,584+143.0% | $101,326+155.6% | $142,382+81.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.02% | 36.93%-17.9pp | 36.82%-17.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,316 | $3,956-66.7% | $3,665-64.1% | $4,299-69.4% |
| Participant deferral / active EE | $12,200 | $8,297+47.0% | $7,994+52.6% | $6,507+87.5% |
| Admin fee / account holder | $2,079 | $11,446-81.8% | $11,185-81.4% | $12,624-83.5% |