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 | $21,179 | $30,400-30.3% | $53,898-60.7% | $84,808-75.0% |
| Participation rate | 85.3% | 46.4%+38.8pp | 55.0%+30.3pp | 68.3%+17.0pp |
| Annual return | 12.87% | 500.19%-487.3pp | 528.60%-515.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,406 | $1,993+70.9% | $2,491+36.7% | $7,344-53.6% |