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 | $221,544 | $88,751+149.6% | $81,812+170.8% | $145,922+51.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 0.00% | 1025.40%-1025.4pp | 773.79%-773.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,377 | $3,083-55.3% | $2,912-52.7% | $4,660-70.5% |
| Participant deferral / active EE | $4,355 | $4,643-6.2% | $4,319+0.8% | $6,688-34.9% |
| Admin fee / account holder | $519 | $8,415-93.8% | $7,386-93.0% | $13,397-96.1% |