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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $586,738 | $177,572+230.4% | $154,803+279.0% | $142,382+312.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.08% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $18,319 | $4,810+280.8% | $4,305+325.5% | $4,299+326.1% |
| Participant deferral / active EE | $9,774 | $6,272+55.8% | $5,540+76.4% | $6,507+50.2% |
| Admin fee / account holder | $6,216 | $16,786-63.0% | $14,329-56.6% | $12,624-50.8% |