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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,598 | $114,381-92.5% | $107,525-92.0% | $142,382-94.0% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 25.24% | 242.71%-217.5pp | 181.32%-156.1pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,299 | $4,015-42.7% | $3,754-38.7% | $4,299-46.5% |
| Participant deferral / active EE | $2,652 | $5,564-52.3% | $5,116-48.2% | $6,507-59.2% |
| Admin fee / account holder | $750 | $9,860-92.4% | $8,919-91.6% | $12,624-94.1% |