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 | $119,972 | $78,926+52.0% | $136,749-12.3% | $84,808+41.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 19.49% | 18.17%+1.3pp | 24.33%-4.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $17,813 | $2,134+734.7% | $3,400+424.0% | $2,631+577.0% |
| Participant deferral / active EE | $14,333 | $3,168+352.4% | $4,692+205.5% | $4,212+240.3% |
| Admin fee / account holder | $5,973 | $6,369-6.2% | $11,386-47.5% | $7,344-18.7% |