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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,198 | $30,588-53.6% | $53,898-73.7% | $85,563-83.4% |
| Participation rate | 15.2% | 26.3%-11.2pp | 55.0%-39.8pp | 66.0%-50.8pp |
| Annual return | 13.99% | 50.42%-36.4pp | 528.60%-514.6pp | 31.51%-17.5pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $572 | $848-32.5% | $1,826-68.7% | $4,375-86.9% |
| Admin fee / account holder | $700 | $1,879-62.7% | $2,491-71.9% | $834-16.1% |