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 | $53,778 | $111,754-51.9% | $103,333-48.0% | $145,922-63.1% |
| Participation rate | 52.6% | 77.9%-25.3pp | 74.5%-21.9pp | 80.3%-27.6pp |
| Annual return | 12.83% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,056 | $4,212-51.2% | $3,868-46.8% | $4,660-55.9% |
| Participant deferral / active EE | $5,228 | $5,619-7.0% | $5,057+3.4% | $6,688-21.8% |
| Admin fee / account holder | $2,001 | $9,750-79.5% | $8,355-76.1% | $13,397-85.1% |