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 | $13,669 | $111,754-87.8% | $103,333-86.8% | $145,922-90.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 40.54% | 24.77%+15.8pp | 24.88%+15.7pp | 561.29%-520.7pp |
| Employer contribution / active EE | $12,671 | $4,212+200.8% | $3,868+227.6% | $4,660+171.9% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $388 | $9,750-96.0% | $8,355-95.4% | $13,397-97.1% |