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 | $23,327 | $81,248-71.3% | $155,509-85.0% | $80,856-71.1% |
| Participation rate | 64.6% | 66.2%-1.6pp | 78.2%-13.6pp | 67.6%-3.1pp |
| Annual return | 21.14% | 33.31%-12.2pp | 64.67%-43.5pp | 35.59%-14.5pp |
| Employer contribution / active EE | $1,300 | $3,100-58.1% | $4,672-72.2% | $2,755-52.8% |
| Participant deferral / active EE | $2,310 | $3,452-33.1% | $5,626-59.0% | $4,296-46.2% |
| Admin fee / account holder | $919 | $7,997-88.5% | $15,912-94.2% | $6,918-86.7% |