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.)
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 | $160,392 | $74,888+114.2% | $71,209+125.2% | $142,382+12.6% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 26.37% | 345.14%-318.8pp | 282.51%-256.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $3,169 | $2,854+11.0% | $2,721+16.4% | $4,299-26.3% |
| Participant deferral / active EE | $6,145 | $4,454+38.0% | $4,175+47.2% | $6,507-5.6% |
| Admin fee / account holder | $3,341 | $5,568-40.0% | $5,349-37.5% | $12,624-73.5% |