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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,460 | $74,927-91.4% | $101,794-93.7% | $84,808-92.4% |
| Participation rate | 92.7% | 61.4%+31.3pp | 69.2%+23.5pp | 68.3%+24.4pp |
| Annual return | 21.19% | 18.70%+2.5pp | 30.53%-9.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,391 | $3,099-22.9% | $4,084-41.5% | $4,212-43.2% |
| Admin fee / account holder | $680 | $6,514-89.6% | $8,777-92.3% | $7,344-90.7% |