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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,931 | $29,548-59.6% | $56,411-78.9% | $77,643-84.6% |
| Participation rate | 12.8% | 32.7%-19.9pp | 52.5%-39.7pp | 70.6%-57.8pp |
| Annual return | 76.99% | 19.01%+58.0pp | 1701.33%-1624.3pp | 31.24%+45.8pp |
| Employer contribution / active EE | $534 | $568-5.9% | $1,039-48.6% | $2,726-80.4% |
| Participant deferral / active EE | $756 | $1,061-28.7% | $1,952-61.3% | $4,647-83.7% |
| Admin fee / account holder | $2,433 | $1,046+132.6% | $2,829-14.0% | $430+465.4% |