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 | $42,292 | $114,381-63.0% | $107,525-60.7% | $142,382-70.3% |
| Participation rate | 31.3% | 78.1%-46.9pp | 75.1%-43.8pp | 80.1%-48.9pp |
| Annual return | 49.75% | 242.71%-193.0pp | 181.32%-131.6pp | 217.08%-167.3pp |
| Employer contribution / active EE | $896 | $4,015-77.7% | $3,754-76.1% | $4,299-79.2% |
| Participant deferral / active EE | $1,835 | $5,564-67.0% | $5,116-64.1% | $6,507-71.8% |
| Admin fee / account holder | $695 | $9,860-93.0% | $8,919-92.2% | $12,624-94.5% |