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 | $21,139 | $54,705-61.4% | $71,209-70.3% | $84,808-75.1% |
| Participation rate | 92.1% | 64.1%+28.0pp | 73.8%+18.4pp | 68.3%+23.8pp |
| Annual return | 60.27% | 35.90%+24.4pp | 282.51%-222.2pp | 40.90%+19.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,462 | $3,030+278.2% | $4,175+174.5% | $4,212+172.2% |
| Admin fee / account holder | $534 | $4,863-89.0% | $5,349-90.0% | $7,344-92.7% |