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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $153,677 | $89,753+71.2% | $107,525+42.9% | $84,808+81.2% |
| Participation rate | 48.6% | 68.1%-19.5pp | 75.1%-26.5pp | 68.3%-19.7pp |
| Annual return | 14.37% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,411 | $3,113-22.5% | $3,754-35.8% | $2,631-8.3% |
| Participant deferral / active EE | $4,019 | $4,056-0.9% | $5,116-21.4% | $4,212-4.6% |
| Admin fee / account holder | $47,517 | $7,222+557.9% | $8,919+432.8% | $7,344+547.0% |