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 | $31,171 | $81,460-61.7% | $103,333-69.8% | $80,856-61.4% |
| Participation rate | 19.4% | 66.8%-47.4pp | 74.5%-55.1pp | 67.6%-48.2pp |
| Annual return | 36.79% | 25.55%+11.2pp | 24.88%+11.9pp | 35.59%+1.2pp |
| Employer contribution / active EE | $1,019 | $3,105-67.2% | $3,868-73.7% | $2,755-63.0% |
| Participant deferral / active EE | $1,748 | $3,869-54.8% | $5,057-65.4% | $4,296-59.3% |
| Admin fee / account holder | $315 | $6,566-95.2% | $8,355-96.2% | $6,918-95.4% |