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.)
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 | $51,260 | $159,602-67.9% | $150,045-65.8% | $142,382-64.0% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 156.74% | 70.24%+86.5pp | 62.55%+94.2pp | 217.08%-60.3pp |
| Employer contribution / active EE | $5,803 | $4,961+17.0% | $4,693+23.6% | $4,299+35.0% |
| Participant deferral / active EE | $15,746 | $8,310+89.5% | $7,997+96.9% | $6,507+142.0% |
| Admin fee / account holder | $3,054 | $14,846-79.4% | $13,435-77.3% | $12,624-75.8% |