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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,112 | $64,121-87.3% | $78,805-89.7% | $116,875-93.1% |
| Participation rate | 98.9% | 71.0%+28.0pp | 73.6%+25.4pp | 74.5%+24.4pp |
| Annual return | 32.32% | 16.32%+16.0pp | -2.71%+35.0pp | 16.29%+16.0pp |
| Employer contribution / active EE | $1,739 | $2,257-23.0% | $4,059-57.1% | $3,288-47.1% |
| Participant deferral / active EE | $2,430 | $2,757-11.8% | $3,584-32.2% | $3,885-37.4% |
| Admin fee / account holder | $1,454 | $5,745-74.7% | $5,677-74.4% | $12,263-88.1% |