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 | $48,953 | $102,317-52.2% | $146,958-66.7% | $80,856-39.5% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.2%0pp | 67.6%+14.5pp |
| Annual return | 0.00% | 134.76%-134.8pp | 418.34%-418.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $3,603 | $3,713-3.0% | $4,933-27.0% | $2,755+30.8% |
| Participant deferral / active EE | $7,878 | $6,644+18.6% | $8,070-2.4% | $4,296+83.4% |
| Admin fee / account holder | $7,287 | $7,941-8.2% | $12,998-43.9% | $6,918+5.3% |