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 | $20,300 | $201,272-89.9% | $184,203-89.0% | $145,922-86.1% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 0.00% | 29.00%-29.0pp | 28.81%-28.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $3,260 | $7,022-53.6% | $6,427-49.3% | $4,660-30.0% |
| Participant deferral / active EE | $6,039 | $9,806-38.4% | $9,131-33.9% | $6,688-9.7% |
| Admin fee / account holder | $309 | $16,364-98.1% | $13,901-97.8% | $13,397-97.7% |