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 | $77,525 | $71,050+9.1% | $93,606-17.2% | $80,856-4.1% |
| Participation rate | 39.5% | 60.4%-20.9pp | 68.7%-29.2pp | 67.6%-28.1pp |
| Annual return | 12.23% | 11.26%+1.0pp | 133.20%-121.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,030 | $1,564-34.2% | $2,420-57.5% | $2,755-62.6% |
| Participant deferral / active EE | $2,794 | $4,034-30.7% | $4,411-36.7% | $4,296-35.0% |
| Admin fee / account holder | $16,981 | $6,945+144.5% | $8,285+105.0% | $6,918+145.5% |