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 | $148,005 | $159,901-7.4% | $146,958+0.7% | $145,922+1.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 6.70% | 98.13%-91.4pp | 418.34%-411.6pp | 561.29%-554.6pp |
| Employer contribution / active EE | $2,302 | $5,286-56.4% | $4,933-53.3% | $4,660-50.6% |
| Participant deferral / active EE | $5,952 | $8,428-29.4% | $8,070-26.2% | $6,688-11.0% |
| Admin fee / account holder | $4,350 | $15,044-71.1% | $12,998-66.5% | $13,397-67.5% |