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 | $146,933 | $183,519-19.9% | $155,509-5.5% | $145,922+0.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.40% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,376 | $5,313-74.1% | $4,672-70.6% | $4,660-70.5% |
| Participant deferral / active EE | $6,325 | $6,462-2.1% | $5,626+12.4% | $6,688-5.4% |
| Admin fee / account holder | $11,335 | $19,313-41.3% | $15,912-28.8% | $13,397-15.4% |