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 | $79,847 | $74,888+6.6% | $71,209+12.1% | $142,382-43.9% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.1%-63.5pp |
| Annual return | 22.71% | 345.14%-322.4pp | 282.51%-259.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $420 | $2,854-85.3% | $2,721-84.6% | $4,299-90.2% |
| Participant deferral / active EE | $2,433 | $4,454-45.4% | $4,175-41.7% | $6,507-62.6% |
| Admin fee / account holder | $819 | $5,568-85.3% | $5,349-84.7% | $12,624-93.5% |