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 | $52,304 | $189,613-72.4% | $167,512-68.8% | $142,382-63.3% |
| Participation rate | 93.3% | 80.1%+13.2pp | 77.1%+16.3pp | 80.1%+13.2pp |
| Annual return | 18.06% | 2024.68%-2006.6pp | 1615.79%-1597.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $599 | $4,349-86.2% | $3,882-84.6% | $4,299-86.1% |
| Participant deferral / active EE | $4,190 | $6,981-40.0% | $6,405-34.6% | $6,507-35.6% |
| Admin fee / account holder | $5,480 | $10,528-48.0% | $9,769-43.9% | $12,624-56.6% |