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 | $104,393 | $159,602-34.6% | $150,045-30.4% | $142,382-26.7% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.3%-36.9pp | 80.1%-34.7pp |
| Annual return | 14.03% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,948 | $4,961-60.7% | $4,693-58.5% | $4,299-54.7% |
| Participant deferral / active EE | $3,787 | $8,310-54.4% | $7,997-52.6% | $6,507-41.8% |
| Admin fee / account holder | $4,757 | $14,846-68.0% | $13,435-64.6% | $12,624-62.3% |