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 | $7,777 | $177,572-95.6% | $154,803-95.0% | $142,382-94.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 60.98% | 65.07%-4.1pp | 58.88%+2.1pp | 217.08%-156.1pp |
| Employer contribution / active EE | $2,138 | $4,810-55.6% | $4,305-50.4% | $4,299-50.3% |
| Participant deferral / active EE | $3,903 | $6,272-37.8% | $5,540-29.5% | $6,507-40.0% |
| Admin fee / account holder | $437 | $16,786-97.4% | $14,329-96.9% | $12,624-96.5% |