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 | $54,632 | $183,519-70.2% | $155,509-64.9% | $145,922-62.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 57.51% | 61.17%-3.7pp | 64.67%-7.2pp | 561.29%-503.8pp |
| Employer contribution / active EE | $2,122 | $5,313-60.1% | $4,672-54.6% | $4,660-54.5% |
| Participant deferral / active EE | $5,814 | $6,462-10.0% | $5,626+3.3% | $6,688-13.1% |
| Admin fee / account holder | $3,275 | $19,313-83.0% | $15,912-79.4% | $13,397-75.6% |