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 | $156,288 | $114,381+36.6% | $107,525+45.4% | $142,382+9.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 18.40% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,505 | $4,015-62.5% | $3,754-59.9% | $4,299-65.0% |
| Participant deferral / active EE | $5,624 | $5,564+1.1% | $5,116+9.9% | $6,507-13.6% |
| Admin fee / account holder | $7,997 | $9,860-18.9% | $8,919-10.3% | $12,624-36.7% |