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 | $56,950 | $159,602-64.3% | $150,045-62.0% | $142,382-60.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 19.93% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,082 | $4,961-58.0% | $4,693-55.6% | $4,299-51.6% |
| Participant deferral / active EE | $12,273 | $8,310+47.7% | $7,997+53.5% | $6,507+88.6% |
| Admin fee / account holder | $4,954 | $14,846-66.6% | $13,435-63.1% | $12,624-60.8% |