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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $724,866 | $189,613+282.3% | $167,512+332.7% | $142,382+409.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 12.55% | 2024.68%-2012.1pp | 1615.79%-1603.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $7,525 | $4,349+73.0% | $3,882+93.9% | $4,299+75.0% |
| Participant deferral / active EE | $25,245 | $6,981+261.6% | $6,405+294.2% | $6,507+288.0% |
| Admin fee / account holder | $46,627 | $10,528+342.9% | $9,769+377.3% | $12,624+269.4% |