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 | $98,343 | $183,519-46.4% | $155,509-36.8% | $145,922-32.6% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.7pp | 80.3%-35.8pp |
| Annual return | 11.35% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,033 | $5,313-61.7% | $4,672-56.5% | $4,660-56.4% |
| Participant deferral / active EE | $7,626 | $6,462+18.0% | $5,626+35.6% | $6,688+14.0% |
| Admin fee / account holder | $6,636 | $19,313-65.6% | $15,912-58.3% | $13,397-50.5% |