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 | $86,432 | $110,261-21.6% | $95,745-9.7% | $139,434-38.0% |
| Participation rate | 72.2% | 75.8%-3.5pp | 72.3%0pp | 80.3%-8.1pp |
| Annual return | 34.97% | 27.11%+7.9pp | 28.35%+6.6pp | 372.94%-338.0pp |
| Employer contribution / active EE | $11,250 | $3,257+245.4% | $2,835+296.9% | $4,751+136.8% |
| Participant deferral / active EE | $7,151 | $4,676+52.9% | $4,245+68.5% | $6,710+6.6% |
| Admin fee / account holder | $3,848 | $6,613-41.8% | $5,678-32.2% | $11,403-66.2% |