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 | $237,704 | $159,901+48.7% | $146,958+61.7% | $145,922+62.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.81% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $6,817 | $5,286+29.0% | $4,933+38.2% | $4,660+46.3% |
| Participant deferral / active EE | $17,391 | $8,428+106.3% | $8,070+115.5% | $6,688+160.0% |
| Admin fee / account holder | $21,184 | $15,044+40.8% | $12,998+63.0% | $13,397+58.1% |