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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,769 | $214,378-28.3% | $200,582-23.3% | $142,382+8.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.89% | 46.41%-26.5pp | 42.33%-22.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,136 | $6,841-39.5% | $6,419-35.6% | $4,299-3.8% |
| Participant deferral / active EE | $17,089 | $9,865+73.2% | $9,331+83.1% | $6,507+162.6% |
| Admin fee / account holder | $1,215 | $17,692-93.1% | $16,305-92.5% | $12,624-90.4% |