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 | $31,223 | $109,881-71.6% | $150,045-79.2% | $84,808-63.2% |
| Participation rate | 48.5% | 76.1%-27.6pp | 82.3%-33.8pp | 68.3%-19.8pp |
| Annual return | 26.49% | 28.25%-1.8pp | 62.55%-36.1pp | 40.90%-14.4pp |
| Employer contribution / active EE | $1,924 | $3,561-46.0% | $4,693-59.0% | $2,631-26.9% |
| Participant deferral / active EE | $2,796 | $6,636-57.9% | $7,997-65.0% | $4,212-33.6% |
| Admin fee / account holder | $1,749 | $8,568-79.6% | $13,435-87.0% | $7,344-76.2% |