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 | $5,670 | $117,983-95.2% | $101,794-94.4% | $142,382-96.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 17.95% | 36.92%-19.0pp | 30.53%-12.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $847 | $2,773-69.5% | $2,289-63.0% | $4,299-80.3% |
| Participant deferral / active EE | $1,273 | $4,714-73.0% | $4,084-68.8% | $6,507-80.4% |
| Admin fee / account holder | $318 | $10,433-97.0% | $8,777-96.4% | $12,624-97.5% |