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 | $91,161 | $127,065-28.3% | $113,168-19.4% | $142,382-36.0% |
| Participation rate | 52.6% | 79.2%-26.6pp | 76.6%-23.9pp | 80.1%-27.5pp |
| Annual return | 11.29% | 24.03%-12.7pp | 24.27%-13.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,289 | $3,442-62.5% | $2,975-56.7% | $4,299-70.0% |
| Participant deferral / active EE | $2,131 | $5,716-62.7% | $5,107-58.3% | $6,507-67.3% |
| Admin fee / account holder | $13,046 | $15,736-17.1% | $12,068+8.1% | $12,624+3.3% |