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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,151 | $109,881-83.5% | $150,045-87.9% | $84,808-78.6% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.5pp | 68.3%+29.6pp |
| Annual return | 21.94% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $2,747 | $3,561-22.9% | $4,693-41.5% | $2,631+4.4% |
| Participant deferral / active EE | $3,776 | $6,636-43.1% | $7,997-52.8% | $4,212-10.3% |
| Admin fee / account holder | $859 | $8,568-90.0% | $13,435-93.6% | $7,344-88.3% |