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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,053 | $106,584+8.9% | $101,326+14.5% | $142,382-18.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.06% | 36.93%-25.9pp | 36.82%-25.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $7,260 | $3,956+83.5% | $3,665+98.1% | $4,299+68.9% |
| Participant deferral / active EE | $12,400 | $8,297+49.4% | $7,994+55.1% | $6,507+90.6% |
| Admin fee / account holder | $599 | $11,446-94.8% | $11,185-94.6% | $12,624-95.3% |