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 | $21,101 | $114,381-81.6% | $107,525-80.4% | $142,382-85.2% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 36.12% | 242.71%-206.6pp | 181.32%-145.2pp | 217.08%-181.0pp |
| Employer contribution / active EE | $4,700 | $4,015+17.1% | $3,754+25.2% | $4,299+9.3% |
| Participant deferral / active EE | $5,430 | $5,564-2.4% | $5,116+6.1% | $6,507-16.6% |
| Admin fee / account holder | $2,842 | $9,860-71.2% | $8,919-68.1% | $12,624-77.5% |