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 | $16,820 | $65,561-74.3% | $91,541-81.6% | $74,304-77.4% |
| Participation rate | 78.0% | 56.6%+21.4pp | 69.8%+8.2pp | 60.3%+17.7pp |
| Annual return | 25.15% | 17.68%+7.5pp | 20.50%+4.6pp | 29.43%-4.3pp |
| Employer contribution / active EE | $2,819 | $1,717+64.2% | $2,505+12.6% | $2,241+25.8% |
| Participant deferral / active EE | $3,811 | $2,918+30.6% | $4,008-4.9% | $3,767+1.2% |
| Admin fee / account holder | $513 | $3,333-84.6% | $6,956-92.6% | $2,969-82.7% |