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 | $38,499 | $109,413-64.8% | $156,263-75.4% | $84,808-54.6% |
| Participation rate | 64.9% | 72.7%-7.8pp | 78.9%-14.0pp | 68.3%-3.4pp |
| Annual return | 68.31% | 20.18%+48.1pp | 59.47%+8.8pp | 40.90%+27.4pp |
| Employer contribution / active EE | $1,777 | $2,907-38.9% | $4,333-59.0% | $2,631-32.4% |
| Participant deferral / active EE | $4,164 | $4,590-9.3% | $6,158-32.4% | $4,212-1.1% |
| Admin fee / account holder | $1,485 | $9,357-84.1% | $14,255-89.6% | $7,344-79.8% |