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 | $10,107 | $49,915-79.8% | $154,803-93.5% | $74,304-86.4% |
| Participation rate | 47.1% | 54.0%-6.9pp | 78.1%-31.0pp | 60.3%-13.3pp |
| Annual return | 26.82% | 34.06%-7.2pp | 58.88%-32.1pp | 29.43%-2.6pp |
| Employer contribution / active EE | $926 | $1,611-42.5% | $4,305-78.5% | $2,241-58.7% |
| Participant deferral / active EE | $1,188 | $2,255-47.3% | $5,540-78.5% | $3,767-68.5% |
| Admin fee / account holder | $372 | $2,189-83.0% | $14,329-97.4% | $2,969-87.5% |