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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,786 | $74,888-96.3% | $71,209-96.1% | $142,382-98.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.88% | 345.14%-337.3pp | 282.51%-274.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $2,665 | $2,854-6.6% | $2,721-2.1% | $4,299-38.0% |
| Participant deferral / active EE | $2,686 | $4,454-39.7% | $4,175-35.7% | $6,507-58.7% |
| Admin fee / account holder | $2,914 | $5,568-47.7% | $5,349-45.5% | $12,624-76.9% |