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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,338 | $177,572+62.4% | $154,803+86.3% | $142,382+102.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.11% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $9,368 | $4,810+94.7% | $4,305+117.6% | $4,299+117.9% |
| Participant deferral / active EE | $16,087 | $6,272+156.5% | $5,540+190.3% | $6,507+147.2% |
| Admin fee / account holder | $2,536 | $16,786-84.9% | $14,329-82.3% | $12,624-79.9% |