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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,646 | $58,208-73.1% | $81,812-80.9% | $80,856-80.6% |
| Participation rate | 32.8% | 63.4%-30.6pp | 72.3%-39.5pp | 67.6%-34.8pp |
| Annual return | 17.43% | 41.66%-24.2pp | 773.79%-756.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $964 | $2,340-58.8% | $2,912-66.9% | $2,755-65.0% |
| Participant deferral / active EE | $1,411 | $3,281-57.0% | $4,319-67.3% | $4,296-67.1% |
| Admin fee / account holder | $1,072 | $4,981-78.5% | $7,386-85.5% | $6,918-84.5% |