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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $784,707 | $159,602+391.7% | $150,045+423.0% | $142,382+451.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 2554.92% | 70.24%+2484.7pp | 62.55%+2492.4pp | 217.08%+2337.8pp |
| Employer contribution / active EE | $15,292 | $4,961+208.3% | $4,693+225.8% | $4,299+255.7% |
| Participant deferral / active EE | $15,392 | $8,310+85.2% | $7,997+92.5% | $6,507+136.5% |
| Admin fee / account holder | $2,499 | $14,846-83.2% | $13,435-81.4% | $12,624-80.2% |