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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,525 | $113,016-83.6% | $103,476-82.1% | $74,495-75.1% |
| Participation rate | 88.2% | 80.8%+7.5pp | 80.5%+7.7pp | 67.2%+21.0pp |
| Annual return | 269.48% | 23.24%+246.2pp | 23.90%+245.6pp | 1364.94%-1095.5pp |
| Employer contribution / active EE | $2,846 | $4,881-41.7% | $4,672-39.1% | $2,623+8.5% |
| Participant deferral / active EE | $4,433 | $7,279-39.1% | $6,623-33.1% | $4,346+2.0% |
| Admin fee / account holder | $1,180 | $1,709-31.0% | $9,413-87.5% | $1,942-39.2% |