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 | $36,481 | $89,753-59.4% | $107,525-66.1% | $84,808-57.0% |
| Participation rate | 82.0% | 68.1%+13.9pp | 75.1%+6.9pp | 68.3%+13.7pp |
| Annual return | 20.79% | 29.48%-8.7pp | 181.32%-160.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $2,585 | $3,113-17.0% | $3,754-31.1% | $2,631-1.8% |
| Participant deferral / active EE | $5,905 | $4,056+45.6% | $5,116+15.4% | $4,212+40.2% |
| Admin fee / account holder | $3,849 | $7,222-46.7% | $8,919-56.8% | $7,344-47.6% |