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 | $317,008 | $88,751+257.2% | $81,812+287.5% | $145,922+117.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 20.13% | 1025.40%-1005.3pp | 773.79%-753.7pp | 561.29%-541.2pp |
| Employer contribution / active EE | $4,877 | $3,083+58.2% | $2,912+67.5% | $4,660+4.7% |
| Participant deferral / active EE | $7,845 | $4,643+69.0% | $4,319+81.7% | $6,688+17.3% |
| Admin fee / account holder | $28,362 | $8,415+237.0% | $7,386+284.0% | $13,397+111.7% |