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 | $34,037 | $86,929-60.8% | $102,423-66.8% | $80,856-57.9% |
| Participation rate | 44.6% | 72.4%-27.7pp | 76.5%-31.8pp | 67.6%-23.0pp |
| Annual return | 34.53% | 18.88%+15.6pp | 29.32%+5.2pp | 35.59%-1.1pp |
| Employer contribution / active EE | $3,070 | $2,369+29.6% | $3,023+1.5% | $2,755+11.4% |
| Participant deferral / active EE | $7,113 | $4,118+72.7% | $5,053+40.8% | $4,296+65.6% |
| Admin fee / account holder | $6,205 | $8,049-22.9% | $9,451-34.3% | $6,918-10.3% |