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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,537 | $49,915-42.8% | $154,803-81.6% | $74,304-61.6% |
| Participation rate | 73.1% | 54.0%+19.2pp | 78.1%-4.9pp | 60.3%+12.8pp |
| Annual return | 18.82% | 34.06%-15.2pp | 58.88%-40.1pp | 29.43%-10.6pp |
| Employer contribution / active EE | $1,182 | $1,611-26.7% | $4,305-72.6% | $2,241-47.3% |
| Participant deferral / active EE | $1,058 | $2,255-53.1% | $5,540-80.9% | $3,767-71.9% |
| Admin fee / account holder | $468 | $2,189-78.6% | $14,329-96.7% | $2,969-84.2% |