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 | $13,417 | $81,460-83.5% | $103,333-87.0% | $80,856-83.4% |
| Participation rate | 75.8% | 66.8%+8.9pp | 74.5%+1.2pp | 67.6%+8.1pp |
| Annual return | 17.24% | 25.55%-8.3pp | 24.88%-7.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,784 | $3,105-10.3% | $3,868-28.0% | $2,755+1.1% |
| Participant deferral / active EE | $3,665 | $3,869-5.3% | $5,057-27.5% | $4,296-14.7% |
| Admin fee / account holder | $1,447 | $6,566-78.0% | $8,355-82.7% | $6,918-79.1% |