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 | $24,889 | $114,381-78.2% | $107,525-76.9% | $142,382-82.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 32.69% | 242.71%-210.0pp | 181.32%-148.6pp | 217.08%-184.4pp |
| Employer contribution / active EE | $2,933 | $4,015-27.0% | $3,754-21.9% | $4,299-31.8% |
| Participant deferral / active EE | $9,620 | $5,564+72.9% | $5,116+88.1% | $6,507+47.8% |
| Admin fee / account holder | $2,146 | $9,860-78.2% | $8,919-75.9% | $12,624-83.0% |