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 | $153,979 | $179,726-14.3% | $156,263-1.5% | $142,382+8.1% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.9%-21.8pp | 80.1%-23.0pp |
| Annual return | 12.73% | 77.86%-65.1pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,692 | $5,069-46.9% | $4,333-37.9% | $4,299-37.4% |
| Participant deferral / active EE | $7,192 | $6,956+3.4% | $6,158+16.8% | $6,507+10.5% |
| Admin fee / account holder | $3,456 | $17,272-80.0% | $14,255-75.8% | $12,624-72.6% |