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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,066 | $114,381-43.1% | $107,525-39.5% | $142,382-54.3% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 9.22% | 242.71%-233.5pp | 181.32%-172.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $1,224 | $4,015-69.5% | $3,754-67.4% | $4,299-71.5% |
| Participant deferral / active EE | $12,983 | $5,564+133.3% | $5,116+153.8% | $6,507+99.5% |
| Admin fee / account holder | $1,393 | $9,860-85.9% | $8,919-84.4% | $12,624-89.0% |