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 | $84,799 | $74,888+13.2% | $71,209+19.1% | $142,382-40.4% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 0.00% | 345.14%-345.1pp | 282.51%-282.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $7,902 | $2,854+176.8% | $2,721+190.4% | $4,299+83.8% |
| Participant deferral / active EE | $8,321 | $4,454+86.8% | $4,175+99.3% | $6,507+27.9% |
| Admin fee / account holder | $1,169 | $5,568-79.0% | $5,349-78.1% | $12,624-90.7% |