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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,348 | $109,413-78.7% | $156,263-85.1% | $84,808-72.5% |
| Participation rate | 96.4% | 72.7%+23.7pp | 78.9%+17.5pp | 68.3%+28.1pp |
| Annual return | 20.90% | 20.18%+0.7pp | 59.47%-38.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $3,463 | $2,907+19.1% | $4,333-20.1% | $2,631+31.6% |
| Participant deferral / active EE | $7,089 | $4,590+54.4% | $6,158+15.1% | $4,212+68.3% |
| Admin fee / account holder | $1,032 | $9,357-89.0% | $14,255-92.8% | $7,344-85.9% |