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 | $25,991 | $73,933-64.8% | $96,683-73.1% | $75,163-65.4% |
| Participation rate | 51.5% | 66.4%-14.9pp | 74.3%-22.8pp | 67.2%-15.7pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,182 | $2,928-59.6% | $3,737-68.4% | $2,670-55.7% |
| Participant deferral / active EE | $1,938 | $3,659-47.0% | $4,878-60.3% | $4,125-53.0% |
| Admin fee / account holder | $3,377 | $5,216-35.3% | $6,730-49.8% | $5,651-40.2% |