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 | $66,636 | $183,519-63.7% | $155,509-57.1% | $145,922-54.3% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 11.00% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,008 | $5,313-43.4% | $4,672-35.6% | $4,660-35.4% |
| Participant deferral / active EE | $7,803 | $6,462+20.7% | $5,626+38.7% | $6,688+16.7% |
| Admin fee / account holder | $1,093 | $19,313-94.3% | $15,912-93.1% | $13,397-91.8% |