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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $762,538 | $159,901+376.9% | $146,958+418.9% | $145,922+422.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.02% | 98.13%-68.1pp | 418.34%-388.3pp | 561.29%-531.3pp |
| Employer contribution / active EE | -$6,322 | $5,286-219.6% | $4,933-228.2% | $4,660-235.7% |
| Participant deferral / active EE | $29,913 | $8,428+254.9% | $8,070+270.7% | $6,688+347.3% |
| Admin fee / account holder | $15,901 | $15,044+5.7% | $12,998+22.3% | $13,397+18.7% |