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 | $15,505 | $74,888-79.3% | $71,209-78.2% | $142,382-89.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.67% | 345.14%-327.5pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,219 | $4,454+39.6% | $4,175+48.9% | $6,507-4.4% |
| Admin fee / account holder | $339 | $5,568-93.9% | $5,349-93.7% | $12,624-97.3% |