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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,687 | $114,381-92.4% | $107,525-91.9% | $142,382-93.9% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 26.67% | 242.71%-216.0pp | 181.32%-154.6pp | 217.08%-190.4pp |
| Employer contribution / active EE | $2,053 | $4,015-48.9% | $3,754-45.3% | $4,299-52.2% |
| Participant deferral / active EE | $3,699 | $5,564-33.5% | $5,116-27.7% | $6,507-43.2% |
| Admin fee / account holder | $986 | $9,860-90.0% | $8,919-88.9% | $12,624-92.2% |