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 | $37,260 | $114,381-67.4% | $107,525-65.3% | $142,382-73.8% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 115.39% | 242.71%-127.3pp | 181.32%-65.9pp | 217.08%-101.7pp |
| Employer contribution / active EE | $1,845 | $4,015-54.0% | $3,754-50.8% | $4,299-57.1% |
| Participant deferral / active EE | $6,248 | $5,564+12.3% | $5,116+22.1% | $6,507-4.0% |
| Admin fee / account holder | $486 | $9,860-95.1% | $8,919-94.6% | $12,624-96.2% |