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 | $94,487 | $189,613-50.2% | $167,512-43.6% | $142,382-33.6% |
| Participation rate | 89.5% | 80.1%+9.3pp | 77.1%+12.4pp | 80.1%+9.4pp |
| Annual return | 12.33% | 2024.68%-2012.4pp | 1615.79%-1603.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $6,473 | $4,349+48.9% | $3,882+66.8% | $4,299+50.6% |
| Participant deferral / active EE | $7,913 | $6,981+13.3% | $6,405+23.6% | $6,507+21.6% |
| Admin fee / account holder | $12,922 | $10,528+22.7% | $9,769+32.3% | $12,624+2.4% |