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 | $27,495 | $109,881-75.0% | $150,045-81.7% | $84,808-67.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 24.50% | 28.25%-3.7pp | 62.55%-38.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $3,678 | $3,561+3.3% | $4,693-21.6% | $2,631+39.8% |
| Participant deferral / active EE | $11,349 | $6,636+71.0% | $7,997+41.9% | $4,212+169.5% |
| Admin fee / account holder | $982 | $8,568-88.5% | $13,435-92.7% | $7,344-86.6% |