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 | $13,974 | $49,915-72.0% | $154,803-91.0% | $74,304-81.2% |
| Participation rate | 47.7% | 54.0%-6.2pp | 78.1%-30.3pp | 60.3%-12.6pp |
| Annual return | 143.99% | 34.06%+109.9pp | 58.88%+85.1pp | 29.43%+114.6pp |
| Employer contribution / active EE | $1,398 | $1,611-13.2% | $4,305-67.5% | $2,241-37.6% |
| Participant deferral / active EE | $1,646 | $2,255-27.0% | $5,540-70.3% | $3,767-56.3% |
| Admin fee / account holder | $1,578 | $2,189-27.9% | $14,329-89.0% | $2,969-46.9% |