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 | $29,485 | $108,919-72.9% | $100,391-70.6% | $145,922-79.8% |
| Participation rate | 38.5% | 82.9%-44.5pp | 81.5%-43.0pp | 80.3%-41.8pp |
| Annual return | 15.64% | 57.88%-42.2pp | 49.20%-33.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,096 | $4,419-75.2% | $3,942-72.2% | $4,660-76.5% |
| Participant deferral / active EE | $2,286 | $8,445-72.9% | $8,082-71.7% | $6,688-65.8% |
| Admin fee / account holder | $1,389 | $9,689-85.7% | $7,899-82.4% | $13,397-89.6% |