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 | $75,333 | $109,881-31.4% | $150,045-49.8% | $84,808-11.2% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 50.48% | 28.25%+22.2pp | 62.55%-12.1pp | 40.90%+9.6pp |
| Employer contribution / active EE | $3,963 | $3,561+11.3% | $4,693-15.6% | $2,631+50.6% |
| Participant deferral / active EE | $9,437 | $6,636+42.2% | $7,997+18.0% | $4,212+124.1% |
| Admin fee / account holder | $3,150 | $8,568-63.2% | $13,435-76.6% | $7,344-57.1% |