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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $256,596 | $183,519+39.8% | $155,509+65.0% | $145,922+75.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.15% | 61.17%-54.0pp | 64.67%-57.5pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,490 | $5,313-72.0% | $4,672-68.1% | $4,660-68.0% |
| Participant deferral / active EE | $4,046 | $6,462-37.4% | $5,626-28.1% | $6,688-39.5% |
| Admin fee / account holder | $8,342 | $19,313-56.8% | $15,912-47.6% | $13,397-37.7% |