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 | $107,027 | $183,519-41.7% | $155,509-31.2% | $145,922-26.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.30% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,268 | $5,313-57.3% | $4,672-51.5% | $4,660-51.3% |
| Participant deferral / active EE | $4,365 | $6,462-32.5% | $5,626-22.4% | $6,688-34.7% |
| Admin fee / account holder | $8,705 | $19,313-54.9% | $15,912-45.3% | $13,397-35.0% |