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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,881 | $158,398+89.3% | $126,539+137.0% | $142,382+110.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.16% | 593.76%-576.6pp | 425.95%-408.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,105 | $4,650+31.3% | $3,674+66.2% | $4,299+42.0% |
| Participant deferral / active EE | $0 | $4,767-100.0% | $4,083-100.0% | $6,507-100.0% |
| Admin fee / account holder | $10,720 | $6,918+54.9% | $6,065+76.8% | $12,624-15.1% |