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 | $35,344 | $177,572-80.1% | $154,803-77.2% | $142,382-75.2% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 17.91% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,100 | $4,810-35.6% | $4,305-28.0% | $4,299-27.9% |
| Participant deferral / active EE | $7,290 | $6,272+16.2% | $5,540+31.6% | $6,507+12.0% |
| Admin fee / account holder | $820 | $16,786-95.1% | $14,329-94.3% | $12,624-93.5% |