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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $761,301 | $201,272+278.2% | $184,203+313.3% | $145,922+421.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.10% | 29.00%-14.9pp | 28.81%-14.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $11,000 | $7,022+56.7% | $6,427+71.2% | $4,660+136.1% |
| Participant deferral / active EE | $27,867 | $9,806+184.2% | $9,131+205.2% | $6,688+316.7% |
| Admin fee / account holder | $7,149 | $16,364-56.3% | $13,901-48.6% | $13,397-46.6% |