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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,043 | $90,348-80.0% | $75,972-76.3% | $145,922-87.6% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.1%-11.9pp | 80.3%-23.1pp |
| Annual return | 29.35% | 620.88%-591.5pp | 359.55%-330.2pp | 561.29%-531.9pp |
| Employer contribution / active EE | $5,414 | $3,311+63.5% | $2,685+101.7% | $4,660+16.2% |
| Participant deferral / active EE | $8,532 | $5,162+65.3% | $4,255+100.5% | $6,688+27.6% |
| Admin fee / account holder | $1,423 | $8,467-83.2% | $6,467-78.0% | $13,397-89.4% |