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 | $59,537 | $74,888-20.5% | $71,209-16.4% | $142,382-58.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 50.39% | 345.14%-294.8pp | 282.51%-232.1pp | 217.08%-166.7pp |
| Employer contribution / active EE | $1,371 | $2,854-52.0% | $2,721-49.6% | $4,299-68.1% |
| Participant deferral / active EE | $24,542 | $4,454+451.0% | $4,175+487.8% | $6,507+277.2% |
| Admin fee / account holder | $3,437 | $5,568-38.3% | $5,349-35.7% | $12,624-72.8% |