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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,246 | $81,248-92.3% | $155,509-96.0% | $80,856-92.3% |
| Participation rate | 96.4% | 66.2%+30.1pp | 78.2%+18.2pp | 67.6%+28.7pp |
| Annual return | 18.24% | 33.31%-15.1pp | 64.67%-46.4pp | 35.59%-17.4pp |
| Employer contribution / active EE | $831 | $3,100-73.2% | $4,672-82.2% | $2,755-69.8% |
| Participant deferral / active EE | $1,819 | $3,452-47.3% | $5,626-67.7% | $4,296-57.7% |
| Admin fee / account holder | $453 | $7,997-94.3% | $15,912-97.2% | $6,918-93.5% |