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 | $85,363 | $111,754-23.6% | $103,333-17.4% | $145,922-41.5% |
| Participation rate | 60.9% | 77.9%-17.1pp | 74.5%-13.6pp | 80.3%-19.4pp |
| Annual return | 0.00% | 24.77%-24.8pp | 24.88%-24.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $5,177 | $4,212+22.9% | $3,868+33.8% | $4,660+11.1% |
| Participant deferral / active EE | $10,735 | $5,619+91.1% | $5,057+112.3% | $6,688+60.5% |
| Admin fee / account holder | $948 | $9,750-90.3% | $8,355-88.7% | $13,397-92.9% |