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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,535 | $48,230-7.7% | $67,502-34.0% | $80,856-44.9% |
| Participation rate | 65.6% | 66.4%-0.7pp | 72.9%-7.2pp | 67.6%-2.0pp |
| Annual return | 19.62% | 18.28%+1.3pp | 3512.12%-3492.5pp | 35.59%-16.0pp |
| Employer contribution / active EE | $1,287 | $2,020-36.3% | $2,731-52.9% | $2,755-53.3% |
| Participant deferral / active EE | $2,782 | $2,924-4.9% | $4,000-30.4% | $4,296-35.2% |
| Admin fee / account holder | $1,300 | $3,681-64.7% | $3,998-67.5% | $6,918-81.2% |