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 | $40,895 | $89,753-54.4% | $107,525-62.0% | $84,808-51.8% |
| Participation rate | 72.0% | 68.1%+3.9pp | 75.1%-3.1pp | 68.3%+3.7pp |
| Annual return | 21.73% | 29.48%-7.7pp | 181.32%-159.6pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,579 | $3,113-49.3% | $3,754-57.9% | $2,631-40.0% |
| Participant deferral / active EE | $2,822 | $4,056-30.4% | $5,116-44.8% | $4,212-33.0% |
| Admin fee / account holder | $845 | $7,222-88.3% | $8,919-90.5% | $7,344-88.5% |