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 | $86,022 | $117,841-27.0% | $102,423-16.0% | $145,922-41.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 16.16% | 31.65%-15.5pp | 29.32%-13.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,129 | $3,615+14.2% | $3,023+36.6% | $4,660-11.4% |
| Participant deferral / active EE | $7,306 | $5,731+27.5% | $5,053+44.6% | $6,688+9.2% |
| Admin fee / account holder | $336 | $13,326-97.5% | $9,451-96.4% | $13,397-97.5% |