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 | $110,378 | $109,982+0.4% | $97,226+13.5% | $145,922-24.4% |
| Participation rate | 64.7% | 75.9%-11.2pp | 72.7%-8.0pp | 80.3%-15.6pp |
| Annual return | 17.54% | 242.90%-225.4pp | 75.13%-57.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,698 | $3,084-44.9% | $2,729-37.8% | $4,660-63.6% |
| Participant deferral / active EE | $6,415 | $4,676+37.2% | $4,264+50.5% | $6,688-4.1% |
| Admin fee / account holder | $10,195 | $6,221+63.9% | $5,654+80.3% | $13,397-23.9% |