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 | $31,311 | $201,272-84.4% | $184,203-83.0% | $145,922-78.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.47% | 29.00%-18.5pp | 28.81%-18.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,683 | $7,022-61.8% | $6,427-58.3% | $4,660-42.4% |
| Participant deferral / active EE | $6,000 | $9,806-38.8% | $9,131-34.3% | $6,688-10.3% |
| Admin fee / account holder | $38,669 | $16,364+136.3% | $13,901+178.2% | $13,397+188.6% |