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 | $19,185 | $109,413-82.5% | $156,263-87.7% | $84,808-77.4% |
| Participation rate | 94.7% | 72.7%+22.0pp | 78.9%+15.8pp | 68.3%+26.4pp |
| Annual return | 16.48% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,180 | $2,907-25.0% | $4,333-49.7% | $2,631-17.2% |
| Participant deferral / active EE | $4,297 | $4,590-6.4% | $6,158-30.2% | $4,212+2.0% |
| Admin fee / account holder | $2,962 | $9,357-68.3% | $14,255-79.2% | $7,344-59.7% |