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 | $41,768 | $102,317-59.2% | $146,958-71.6% | $80,856-48.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 24.22% | 134.76%-110.5pp | 418.34%-394.1pp | 35.59%-11.4pp |
| Employer contribution / active EE | $5,584 | $3,713+50.4% | $4,933+13.2% | $2,755+102.7% |
| Participant deferral / active EE | $13,530 | $6,644+103.7% | $8,070+67.7% | $4,296+215.0% |
| Admin fee / account holder | $3,459 | $7,941-56.4% | $12,998-73.4% | $6,918-50.0% |