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 | $71,542 | $177,572-59.7% | $154,803-53.8% | $142,382-49.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 14.80% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,494 | $4,810-48.2% | $4,305-42.1% | $4,299-42.0% |
| Participant deferral / active EE | $5,230 | $6,272-16.6% | $5,540-5.6% | $6,507-19.6% |
| Admin fee / account holder | $58,348 | $16,786+247.6% | $14,329+307.2% | $12,624+362.2% |