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 | $72,298 | $60,892+18.7% | $82,389-12.2% | $84,808-14.8% |
| Participation rate | 45.1% | 63.3%-18.2pp | 69.5%-24.4pp | 68.3%-23.2pp |
| Annual return | 14.86% | 37.29%-22.4pp | 28.67%-13.8pp | 40.90%-26.0pp |
| Employer contribution / active EE | $569 | $1,779-68.0% | $2,517-77.4% | $2,631-78.4% |
| Participant deferral / active EE | $3,391 | $3,179+6.7% | $4,155-18.4% | $4,212-19.5% |
| Admin fee / account holder | $10,201 | $5,467+86.6% | $7,231+41.1% | $7,344+38.9% |