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 | $69,228 | $79,013-12.4% | $100,391-31.0% | $74,495-7.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 18.28% | 20.41%-2.1pp | 49.20%-30.9pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $4,168 | $3,021+38.0% | $3,942+5.8% | $2,623+58.9% |
| Participant deferral / active EE | $9,624 | $7,760+24.0% | $8,082+19.1% | $4,346+121.5% |
| Admin fee / account holder | $5,271 | $1,320+299.3% | $7,899-33.3% | $1,942+171.5% |