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 | $77,789 | $114,381-32.0% | $107,525-27.7% | $142,382-45.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 21.32% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,092 | $4,015-47.9% | $3,754-44.3% | $4,299-51.3% |
| Participant deferral / active EE | $10,503 | $5,564+88.8% | $5,116+105.3% | $6,507+61.4% |
| Admin fee / account holder | $592 | $9,860-94.0% | $8,919-93.4% | $12,624-95.3% |