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 | $38,457 | $87,013-55.8% | $106,213-63.8% | $80,856-52.4% |
| Participation rate | 48.2% | 70.4%-22.2pp | 75.3%-27.1pp | 67.6%-19.4pp |
| Annual return | 480.30% | 17.05%+463.2pp | 116.14%+364.2pp | 35.59%+444.7pp |
| Employer contribution / active EE | $1,890 | $2,395-21.1% | $3,171-40.4% | $2,755-31.4% |
| Participant deferral / active EE | $3,095 | $3,986-22.4% | $5,016-38.3% | $4,296-28.0% |
| Admin fee / account holder | $1,047 | $8,431-87.6% | $11,033-90.5% | $6,918-84.9% |