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 | $19,622 | $51,576-62.0% | $129,207-84.8% | $80,856-75.7% |
| Participation rate | 48.6% | 57.0%-8.4pp | 69.6%-21.0pp | 67.6%-19.1pp |
| Annual return | 19.30% | 20.81%-1.5pp | 9417.33%-9398.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $842 | $1,584-46.8% | $4,153-79.7% | $2,755-69.4% |
| Participant deferral / active EE | $1,880 | $2,669-29.5% | $4,168-54.9% | $4,296-56.2% |
| Admin fee / account holder | $1,063 | $4,305-75.3% | $7,715-86.2% | $6,918-84.6% |