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 | $43,896 | $31,310+40.2% | $53,898-18.6% | $74,304-40.9% |
| Participation rate | 40.0% | 30.7%+9.3pp | 55.0%-15.0pp | 60.3%-20.3pp |
| Annual return | 17.05% | 23.16%-6.1pp | 528.60%-511.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,078 | $934+122.4% | $1,826+13.8% | $3,767-44.8% |
| Admin fee / account holder | $3,017 | $2,175+38.7% | $2,491+21.1% | $2,969+1.6% |