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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,970 | $54,517-24.8% | $75,972-46.1% | $74,495-45.0% |
| Participation rate | 31.5% | 60.3%-28.8pp | 69.1%-37.6pp | 67.2%-35.7pp |
| Annual return | 16.06% | 31.82%-15.8pp | 359.55%-343.5pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,055 | $1,777-40.6% | $2,685-60.7% | $2,623-59.8% |
| Participant deferral / active EE | $1,815 | $3,066-40.8% | $4,255-57.3% | $4,346-58.2% |
| Admin fee / account holder | $3,887 | $2,229+74.4% | $6,467-39.9% | $1,942+100.2% |