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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,746 | $88,751+9.0% | $81,812+18.3% | $145,922-33.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.18% | 1025.40%-1019.2pp | 773.79%-767.6pp | 561.29%-555.1pp |
| Employer contribution / active EE | $2,041 | $3,083-33.8% | $2,912-29.9% | $4,660-56.2% |
| Participant deferral / active EE | $7,588 | $4,643+63.4% | $4,319+75.7% | $6,688+13.5% |
| Admin fee / account holder | $1,005 | $8,415-88.1% | $7,386-86.4% | $13,397-92.5% |