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 | $39,510 | $109,881-64.0% | $150,045-73.7% | $84,808-53.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.77% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,949 | $3,561-17.2% | $4,693-37.2% | $2,631+12.1% |
| Participant deferral / active EE | $5,837 | $6,636-12.0% | $7,997-27.0% | $4,212+38.6% |
| Admin fee / account holder | $1,324 | $8,568-84.6% | $13,435-90.1% | $7,344-82.0% |