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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,890 | $165,984-32.6% | $164,813-32.1% | $145,922-23.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 20.07% | 100.03%-80.0pp | 69.93%-49.9pp | 561.29%-541.2pp |
| Employer contribution / active EE | $2,873 | $5,273-45.5% | $4,341-33.8% | $4,660-38.3% |
| Participant deferral / active EE | $22,929 | $6,959+229.5% | $6,031+280.2% | $6,688+242.9% |
| Admin fee / account holder | $1,497 | $16,648-91.0% | $12,690-88.2% | $13,397-88.8% |