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 | $11,867 | $70,756-83.2% | $65,493-81.9% | $142,382-91.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.93% | 1754.89%-1743.0pp | 982.45%-970.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,711 | $2,881-5.9% | $2,574+5.3% | $4,299-36.9% |
| Participant deferral / active EE | $4,410 | $4,637-4.9% | $3,961+11.3% | $6,507-32.2% |
| Admin fee / account holder | $8,811 | $6,559+34.3% | $5,028+75.2% | $12,624-30.2% |