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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,552 | $81,460-63.7% | $103,333-71.4% | $80,856-63.5% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | -66.76% | 25.55%-92.3pp | 24.88%-91.6pp | 35.59%-102.4pp |
| Employer contribution / active EE | $17,396 | $3,105+460.2% | $3,868+349.7% | $2,755+531.5% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $29,008 | $6,566+341.8% | $8,355+247.2% | $6,918+319.3% |