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 | $10,814 | $169,032-93.6% | $129,207-91.6% | $145,922-92.6% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.6%-36.3pp | 80.3%-46.9pp |
| Annual return | 0.00% | 14330.11%-14330.1pp | 9417.33%-9417.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $471 | $5,537-91.5% | $4,153-88.7% | $4,660-89.9% |
| Participant deferral / active EE | $624 | $4,987-87.5% | $4,168-85.0% | $6,688-90.7% |
| Admin fee / account holder | $306 | $9,954-96.9% | $7,715-96.0% | $13,397-97.7% |