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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,931 | $177,572-87.6% | $154,803-85.8% | $142,382-84.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.86% | 65.07%-60.2pp | 58.88%-54.0pp | 217.08%-212.2pp |
| Employer contribution / active EE | $12,094 | $4,810+151.4% | $4,305+180.9% | $4,299+181.3% |
| Participant deferral / active EE | $37,814 | $6,272+502.9% | $5,540+582.5% | $6,507+481.1% |
| Admin fee / account holder | $79,120 | $16,786+371.3% | $14,329+452.2% | $12,624+526.8% |