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 | $19,684 | $117,983-83.3% | $101,794-80.7% | $142,382-86.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.02% | 36.92%-14.9pp | 30.53%-8.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,892 | $2,773+4.3% | $2,289+26.3% | $4,299-32.7% |
| Participant deferral / active EE | $2,329 | $4,714-50.6% | $4,084-43.0% | $6,507-64.2% |
| Admin fee / account holder | $989 | $10,433-90.5% | $8,777-88.7% | $12,624-92.2% |