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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,595 | $159,602+117.2% | $150,045+131.0% | $142,382+143.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 3802.68% | 70.24%+3732.4pp | 62.55%+3740.1pp | 217.08%+3585.6pp |
| Employer contribution / active EE | $1,857 | $4,961-62.6% | $4,693-60.4% | $4,299-56.8% |
| Participant deferral / active EE | $11,402 | $8,310+37.2% | $7,997+42.6% | $6,507+75.2% |
| Admin fee / account holder | $566 | $14,846-96.2% | $13,435-95.8% | $12,624-95.5% |