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 | $183,661 | $177,572+3.4% | $154,803+18.6% | $142,382+29.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.18% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,939 | $4,810-38.9% | $4,305-31.7% | $4,299-31.6% |
| Participant deferral / active EE | $12,714 | $6,272+102.7% | $5,540+129.5% | $6,507+95.4% |
| Admin fee / account holder | $1,739 | $16,786-89.6% | $14,329-87.9% | $12,624-86.2% |