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 | $11,307 | $49,915-77.3% | $154,803-92.7% | $74,304-84.8% |
| Participation rate | 37.8% | 54.0%-16.1pp | 78.1%-40.2pp | 60.3%-22.5pp |
| Annual return | 25.75% | 34.06%-8.3pp | 58.88%-33.1pp | 29.43%-3.7pp |
| Employer contribution / active EE | $589 | $1,611-63.5% | $4,305-86.3% | $2,241-73.7% |
| Participant deferral / active EE | $1,636 | $2,255-27.5% | $5,540-70.5% | $3,767-56.6% |
| Admin fee / account holder | $679 | $2,189-69.0% | $14,329-95.3% | $2,969-77.1% |