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 | $103,989 | $99,877+4.1% | $84,966+22.4% | $145,922-28.7% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 25.53% | 83.76%-58.2pp | 66.38%-40.9pp | 561.29%-535.8pp |
| Employer contribution / active EE | $6,872 | $3,231+112.7% | $2,727+152.0% | $4,660+47.5% |
| Participant deferral / active EE | $9,332 | $5,291+76.4% | $4,519+106.5% | $6,688+39.5% |
| Admin fee / account holder | $379 | $7,248-94.8% | $6,149-93.8% | $13,397-97.2% |