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 | $85,107 | $60,892+39.8% | $82,389+3.3% | $84,808+0.4% |
| Participation rate | 62.5% | 63.3%-0.8pp | 69.5%-7.0pp | 68.3%-5.8pp |
| Annual return | 19.68% | 37.29%-17.6pp | 28.67%-9.0pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,403 | $1,779-21.2% | $2,517-44.3% | $2,631-46.7% |
| Participant deferral / active EE | $3,229 | $3,179+1.6% | $4,155-22.3% | $4,212-23.3% |
| Admin fee / account holder | $744 | $5,467-86.4% | $7,231-89.7% | $7,344-89.9% |