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 | $107,251 | $214,378-50.0% | $200,582-46.5% | $142,382-24.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 15.97% | 46.41%-30.4pp | 42.33%-26.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,992 | $6,841-12.4% | $6,419-6.7% | $4,299+39.4% |
| Participant deferral / active EE | $10,415 | $9,865+5.6% | $9,331+11.6% | $6,507+60.1% |
| Admin fee / account holder | $16,939 | $17,692-4.3% | $16,305+3.9% | $12,624+34.2% |