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 | $29,556 | $117,841-74.9% | $102,423-71.1% | $145,922-79.7% |
| Participation rate | 38.5% | 78.6%-40.1pp | 76.5%-38.0pp | 80.3%-41.8pp |
| Annual return | 10.06% | 31.65%-21.6pp | 29.32%-19.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,294 | $3,615-64.2% | $3,023-57.2% | $4,660-72.2% |
| Participant deferral / active EE | $1,997 | $5,731-65.2% | $5,053-60.5% | $6,688-70.1% |
| Admin fee / account holder | $5,746 | $13,326-56.9% | $9,451-39.2% | $13,397-57.1% |