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 | $6,364 | $74,888-91.5% | $71,209-91.1% | $142,382-95.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 36.05% | 345.14%-309.1pp | 282.51%-246.5pp | 217.08%-181.0pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,112 | $4,454-7.7% | $4,175-1.5% | $6,507-36.8% |
| Admin fee / account holder | $689 | $5,568-87.6% | $5,349-87.1% | $12,624-94.5% |