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 | $45,338 | $55,415-18.2% | $155,509-70.8% | $74,495-39.1% |
| Participation rate | 51.7% | 61.9%-10.2pp | 78.2%-26.5pp | 67.2%-15.5pp |
| Annual return | 170.45% | 268.50%-98.0pp | 64.67%+105.8pp | 1364.94%-1194.5pp |
| Employer contribution / active EE | $1,197 | $2,267-47.2% | $4,672-74.4% | $2,623-54.4% |
| Participant deferral / active EE | $2,322 | $2,836-18.1% | $5,626-58.7% | $4,346-46.6% |
| Admin fee / account holder | $1,580 | $1,738-9.1% | $15,912-90.1% | $1,942-18.6% |