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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,723 | $71,050-76.5% | $93,606-82.1% | $80,856-79.3% |
| Participation rate | 91.7% | 60.4%+31.3pp | 68.7%+22.9pp | 67.6%+24.0pp |
| Annual return | 19.21% | 11.26%+8.0pp | 133.20%-114.0pp | 35.59%-16.4pp |
| Employer contribution / active EE | $2,198 | $1,564+40.6% | $2,420-9.2% | $2,755-20.2% |
| Participant deferral / active EE | $3,187 | $4,034-21.0% | $4,411-27.8% | $4,296-25.8% |
| Admin fee / account holder | $532 | $6,945-92.3% | $8,285-93.6% | $6,918-92.3% |