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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,601 | $66,098-93.0% | $101,794-95.5% | $74,304-93.8% |
| Participation rate | 87.3% | 53.8%+33.5pp | 69.2%+18.1pp | 60.3%+26.9pp |
| Annual return | 15.87% | 19.59%-3.7pp | 30.53%-14.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,814 | $2,781-34.8% | $4,084-55.6% | $3,767-51.8% |
| Admin fee / account holder | $974 | $4,146-76.5% | $8,777-88.9% | $2,969-67.2% |