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 | $10,651 | $109,982-90.3% | $97,226-89.0% | $145,922-92.7% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.1pp |
| Annual return | 13.23% | 242.90%-229.7pp | 75.13%-61.9pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,040 | $3,084-66.3% | $2,729-61.9% | $4,660-77.7% |
| Participant deferral / active EE | $1,596 | $4,676-65.9% | $4,264-62.6% | $6,688-76.1% |
| Admin fee / account holder | $384 | $6,221-93.8% | $5,654-93.2% | $13,397-97.1% |