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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,014 | $117,983+50.9% | $101,794+74.9% | $142,382+25.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.57% | 36.92%-22.3pp | 30.53%-16.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $16,820 | $2,773+506.6% | $2,289+634.9% | $4,299+291.2% |
| Participant deferral / active EE | $23,705 | $4,714+402.9% | $4,084+480.4% | $6,507+264.3% |
| Admin fee / account holder | $971 | $10,433-90.7% | $8,777-88.9% | $12,624-92.3% |