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 | $5,497 | $70,606-92.2% | $53,898-89.8% | $142,382-96.1% |
| Participation rate | 78.9% | 63.7%+15.2pp | 55.0%+24.0pp | 80.1%-1.2pp |
| Annual return | 56.46% | 619.81%-563.3pp | 528.60%-472.1pp | 217.08%-160.6pp |
| Employer contribution / active EE | $948 | $1,202-21.1% | $932+1.8% | $4,299-77.9% |
| Participant deferral / active EE | $3,654 | $2,364+54.6% | $1,826+100.1% | $6,507-43.9% |
| Admin fee / account holder | $346 | $2,852-87.9% | $2,491-86.1% | $12,624-97.3% |