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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,452 | $79,171-57.7% | $102,423-67.3% | $74,495-55.1% |
| Participation rate | 79.1% | 74.8%+4.3pp | 76.5%+2.6pp | 67.2%+11.9pp |
| Annual return | 121.62% | 54.93%+66.7pp | 29.32%+92.3pp | 1364.94%-1243.3pp |
| Employer contribution / active EE | $1,372 | $2,362-41.9% | $3,023-54.6% | $2,623-47.7% |
| Participant deferral / active EE | $2,387 | $4,415-45.9% | $5,053-52.8% | $4,346-45.1% |
| Admin fee / account holder | $733 | $2,001-63.4% | $9,451-92.2% | $1,942-62.2% |