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 | $28,158 | $48,795-42.3% | $65,493-57.0% | $84,808-66.8% |
| Participation rate | 41.0% | 67.0%-26.0pp | 73.1%-32.1pp | 68.3%-27.3pp |
| Annual return | 17.72% | 20.20%-2.5pp | 982.45%-964.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $481 | $1,930-75.1% | $2,574-81.3% | $2,631-81.7% |
| Participant deferral / active EE | $1,789 | $2,928-38.9% | $3,961-54.8% | $4,212-57.5% |
| Admin fee / account holder | $2,305 | $3,877-40.6% | $5,028-54.2% | $7,344-68.6% |