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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,019 | $80,717-66.5% | $154,803-82.5% | $84,808-68.1% |
| Participation rate | 97.0% | 66.8%+30.2pp | 78.1%+18.9pp | 68.3%+28.7pp |
| Annual return | 12.12% | 37.96%-25.8pp | 58.88%-46.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $2,541 | $2,761-8.0% | $4,305-41.0% | $2,631-3.4% |
| Participant deferral / active EE | $3,902 | $3,303+18.1% | $5,540-29.6% | $4,212-7.4% |
| Admin fee / account holder | $4,856 | $6,746-28.0% | $14,329-66.1% | $7,344-33.9% |