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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,488 | $133,922-93.7% | $116,228-92.7% | $142,382-94.0% |
| Participation rate | 73.9% | 77.9%-4.0pp | 74.6%-0.6pp | 80.1%-6.2pp |
| Annual return | 36.77% | 147.76%-111.0pp | 90.06%-53.3pp | 217.08%-180.3pp |
| Employer contribution / active EE | $1,223 | $3,446-64.5% | $2,994-59.1% | $4,299-71.5% |
| Participant deferral / active EE | $3,229 | $5,672-43.1% | $4,953-34.8% | $6,507-50.4% |
| Admin fee / account holder | $628 | $14,945-95.8% | $11,989-94.8% | $12,624-95.0% |