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.
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 | $70,469 | $114,381-38.4% | $107,525-34.5% | $142,382-50.5% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 15.40% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $12,616 | $4,015+214.2% | $3,754+236.1% | $4,299+193.4% |
| Participant deferral / active EE | $7,189 | $5,564+29.2% | $5,116+40.5% | $6,507+10.5% |
| Admin fee / account holder | $488 | $9,860-95.1% | $8,919-94.5% | $12,624-96.1% |