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 | $64,706 | $83,902-22.9% | $167,512-61.4% | $84,808-23.7% |
| Participation rate | 56.1% | 66.5%-10.4pp | 77.1%-21.0pp | 68.3%-12.2pp |
| Annual return | 16.49% | 91.55%-75.1pp | 1615.79%-1599.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,146 | $2,264-5.2% | $3,882-44.7% | $2,631-18.4% |
| Participant deferral / active EE | $4,033 | $4,442-9.2% | $6,405-37.0% | $4,212-4.2% |
| Admin fee / account holder | $5,349 | $7,915-32.4% | $9,769-45.3% | $7,344-27.2% |