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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $43,262 | $148,978-71.0% | $200,582-78.4% | $84,808-49.0% |
| Participation rate | 87.6% | 84.2%+3.4pp | 86.9%+0.7pp | 68.3%+19.3pp |
| Annual return | 5.08% | 28.16%-23.1pp | 42.33%-37.3pp | 40.90%-35.8pp |
| Employer contribution / active EE | $2,179 | $4,815-54.8% | $6,419-66.1% | $2,631-17.2% |
| Participant deferral / active EE | $4,207 | $7,142-41.1% | $9,331-54.9% | $4,212-0.1% |
| Admin fee / account holder | $317 | $13,977-97.7% | $16,305-98.1% | $7,344-95.7% |