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 | $46,602 | $109,881-57.6% | $150,045-68.9% | $84,808-45.0% |
| Participation rate | 43.2% | 76.1%-32.8pp | 82.3%-39.1pp | 68.3%-25.1pp |
| Annual return | 19.76% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,924 | $6,636-25.8% | $7,997-38.4% | $4,212+16.9% |
| Admin fee / account holder | $4,557 | $8,568-46.8% | $13,435-66.1% | $7,344-37.9% |