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 | $30,817 | $159,602-80.7% | $150,045-79.5% | $142,382-78.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.18% | 70.24%-64.1pp | 62.55%-56.4pp | 217.08%-210.9pp |
| Employer contribution / active EE | $3,888 | $4,961-21.6% | $4,693-17.2% | $4,299-9.6% |
| Participant deferral / active EE | $3,925 | $8,310-52.8% | $7,997-50.9% | $6,507-39.7% |
| Admin fee / account holder | $491 | $14,846-96.7% | $13,435-96.3% | $12,624-96.1% |