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 | $67,806 | $74,888-9.5% | $71,209-4.8% | $142,382-52.4% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.8%-8.8pp | 80.1%-15.1pp |
| Annual return | 14.76% | 345.14%-330.4pp | 282.51%-267.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $477 | $2,854-83.3% | $2,721-82.5% | $4,299-88.9% |
| Participant deferral / active EE | $2,638 | $4,454-40.8% | $4,175-36.8% | $6,507-59.5% |
| Admin fee / account holder | $9,754 | $5,568+75.2% | $5,349+82.4% | $12,624-22.7% |