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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,927 | $183,519-91.9% | $155,509-90.4% | $145,922-89.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 309.91% | 61.17%+248.7pp | 64.67%+245.2pp | 561.29%-251.4pp |
| Employer contribution / active EE | $10,015 | $5,313+88.5% | $4,672+114.4% | $4,660+114.9% |
| Participant deferral / active EE | $7,105 | $6,462+9.9% | $5,626+26.3% | $6,688+6.2% |
| Admin fee / account holder | $88,096 | $19,313+356.1% | $15,912+453.6% | $13,397+557.6% |