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 | $2,786 | $70,606-96.1% | $53,898-94.8% | $142,382-98.0% |
| Participation rate | 61.5% | 63.7%-2.2pp | 55.0%+6.6pp | 80.1%-18.6pp |
| Annual return | 193.77% | 619.81%-426.0pp | 528.60%-334.8pp | 217.08%-23.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,818 | $2,364-23.1% | $1,826-0.4% | $6,507-72.1% |
| Admin fee / account holder | $473 | $2,852-83.4% | $2,491-81.0% | $12,624-96.3% |