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 | $69,990 | $210,648-66.8% | $177,989-60.7% | $145,922-52.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 23.49% | 385.86%-362.4pp | 294.48%-271.0pp | 561.29%-537.8pp |
| Employer contribution / active EE | $1,020 | $4,565-77.7% | $3,949-74.2% | $4,660-78.1% |
| Participant deferral / active EE | $2,819 | $6,958-59.5% | $6,276-55.1% | $6,688-57.9% |
| Admin fee / account holder | $1,036 | $12,013-91.4% | $10,363-90.0% | $13,397-92.3% |