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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,507 | $210,648-58.5% | $177,989-50.8% | $145,922-40.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 7.22% | 385.86%-378.6pp | 294.48%-287.3pp | 561.29%-554.1pp |
| Employer contribution / active EE | $2,750 | $4,565-39.8% | $3,949-30.4% | $4,660-41.0% |
| Participant deferral / active EE | $6,415 | $6,958-7.8% | $6,276+2.2% | $6,688-4.1% |
| Admin fee / account holder | $375 | $12,013-96.9% | $10,363-96.4% | $13,397-97.2% |