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 | $176,661 | $159,901+10.5% | $146,958+20.2% | $145,922+21.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,604 | $5,286-50.7% | $4,933-47.2% | $4,660-44.1% |
| Participant deferral / active EE | $17,154 | $8,428+103.5% | $8,070+112.6% | $6,688+156.5% |
| Admin fee / account holder | $877 | $15,044-94.2% | $12,998-93.3% | $13,397-93.5% |