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 | $6,382 | $70,606-91.0% | $53,898-88.2% | $142,382-95.5% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 14.70% | 619.81%-605.1pp | 528.60%-513.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $737 | $1,202-38.7% | $932-20.9% | $4,299-82.9% |
| Participant deferral / active EE | $742 | $2,364-68.6% | $1,826-59.4% | $6,507-88.6% |
| Admin fee / account holder | $1,460 | $2,852-48.8% | $2,491-41.4% | $12,624-88.4% |