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 | $17,891 | $177,572-89.9% | $154,803-88.4% | $142,382-87.4% |
| Participation rate | 69.6% | 82.1%-12.5pp | 78.1%-8.5pp | 80.1%-10.6pp |
| Annual return | 36.78% | 65.07%-28.3pp | 58.88%-22.1pp | 217.08%-180.3pp |
| Employer contribution / active EE | $1,512 | $4,810-68.6% | $4,305-64.9% | $4,299-64.8% |
| Participant deferral / active EE | $3,866 | $6,272-38.4% | $5,540-30.2% | $6,507-40.6% |
| Admin fee / account holder | $320 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |