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 | $8,757 | $114,381-92.3% | $107,525-91.9% | $142,382-93.8% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 21.69% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,552 | $4,015-61.3% | $3,754-58.6% | $4,299-63.9% |
| Participant deferral / active EE | $3,856 | $5,564-30.7% | $5,116-24.6% | $6,507-40.7% |
| Admin fee / account holder | $464 | $9,860-95.3% | $8,919-94.8% | $12,624-96.3% |