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.)
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 | $7,418 | $74,888-90.1% | $71,209-89.6% | $142,382-94.8% |
| Participation rate | 73.7% | 76.2%-2.5pp | 73.8%-0.1pp | 80.1%-6.4pp |
| Annual return | 30.58% | 345.14%-314.6pp | 282.51%-251.9pp | 217.08%-186.5pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,887 | $4,454-35.2% | $4,175-30.8% | $6,507-55.6% |
| Admin fee / account holder | $584 | $5,568-89.5% | $5,349-89.1% | $12,624-95.4% |