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 | $7,199 | $81,248-91.1% | $155,509-95.4% | $80,856-91.1% |
| Participation rate | 74.4% | 66.2%+8.2pp | 78.2%-3.8pp | 67.6%+6.8pp |
| Annual return | 0.00% | 33.31%-33.3pp | 64.67%-64.7pp | 35.59%-35.6pp |
| Employer contribution / active EE | $2,120 | $3,100-31.6% | $4,672-54.6% | $2,755-23.1% |
| Participant deferral / active EE | $2,833 | $3,452-17.9% | $5,626-49.6% | $4,296-34.0% |
| Admin fee / account holder | $1,646 | $7,997-79.4% | $15,912-89.7% | $6,918-76.2% |