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 | $38,223 | $102,317-62.6% | $146,958-74.0% | $80,856-52.7% |
| Participation rate | 43.8% | 75.8%-32.1pp | 82.2%-38.4pp | 67.6%-23.9pp |
| Annual return | 14.33% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,102 | $6,644-38.3% | $8,070-49.2% | $4,296-4.5% |
| Admin fee / account holder | $3,595 | $7,941-54.7% | $12,998-72.3% | $6,918-48.0% |