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 | $55,075 | $177,572-69.0% | $154,803-64.4% | $142,382-61.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.38% | 65.07%-43.7pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,278 | $4,810-52.6% | $4,305-47.1% | $4,299-47.0% |
| Participant deferral / active EE | $4,275 | $6,272-31.8% | $5,540-22.8% | $6,507-34.3% |
| Admin fee / account holder | $2,346 | $16,786-86.0% | $14,329-83.6% | $12,624-81.4% |