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 | $37,579 | $111,754-66.4% | $103,333-63.6% | $145,922-74.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 18.63% | 24.77%-6.1pp | 24.88%-6.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,534 | $4,212-63.6% | $3,868-60.3% | $4,660-67.1% |
| Participant deferral / active EE | $3,325 | $5,619-40.8% | $5,057-34.3% | $6,688-50.3% |
| Admin fee / account holder | $3,338 | $9,750-65.8% | $8,355-60.0% | $13,397-75.1% |