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 | $91,126 | $81,248+12.2% | $155,509-41.4% | $80,856+12.7% |
| Participation rate | 44.0% | 66.2%-22.2pp | 78.2%-34.2pp | 67.6%-23.6pp |
| Annual return | 0.00% | 33.31%-33.3pp | 64.67%-64.7pp | 35.59%-35.6pp |
| Employer contribution / active EE | $1,310 | $3,100-57.7% | $4,672-72.0% | $2,755-52.4% |
| Participant deferral / active EE | $3,038 | $3,452-12.0% | $5,626-46.0% | $4,296-29.3% |
| Admin fee / account holder | $807 | $7,997-89.9% | $15,912-94.9% | $6,918-88.3% |