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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,465 | $106,515-69.5% | $96,683-66.4% | $139,434-76.7% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,648 | $4,103-59.8% | $3,737-55.9% | $4,751-65.3% |
| Participant deferral / active EE | $4,361 | $5,454-20.0% | $4,878-10.6% | $6,710-35.0% |
| Admin fee / account holder | $1,145 | $7,877-85.5% | $6,730-83.0% | $11,403-90.0% |