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 | $682,214 | $214,378+218.2% | $200,582+240.1% | $142,382+379.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 33.01% | 46.41%-13.4pp | 42.33%-9.3pp | 217.08%-184.1pp |
| Employer contribution / active EE | $28,891 | $6,841+322.3% | $6,419+350.1% | $4,299+572.0% |
| Participant deferral / active EE | $16,750 | $9,865+69.8% | $9,331+79.5% | $6,507+157.4% |
| Admin fee / account holder | $45,297 | $17,692+156.0% | $16,305+177.8% | $12,624+258.8% |