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 | $12,282 | $74,888-83.6% | $71,209-82.8% | $142,382-91.4% |
| Participation rate | 95.8% | 76.2%+19.6pp | 73.8%+22.1pp | 80.1%+15.7pp |
| Annual return | 25.09% | 345.14%-320.1pp | 282.51%-257.4pp | 217.08%-192.0pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,074 | $4,454+36.4% | $4,175+45.5% | $6,507-6.7% |
| Admin fee / account holder | $661 | $5,568-88.1% | $5,349-87.6% | $12,624-94.8% |