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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $372,267 | $122,239+204.5% | $184,203+102.1% | $74,495+399.7% |
| Participation rate | 82.8% | 85.5%-2.7pp | 86.8%-4.1pp | 67.2%+15.6pp |
| Annual return | -8.30% | 19.95%-28.3pp | 28.81%-37.1pp | 1364.94%-1373.2pp |
| Employer contribution / active EE | $27,907 | $4,537+515.0% | $6,427+334.2% | $2,623+963.9% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $18,516 | $1,260+1370.0% | $13,901+33.2% | $1,942+853.6% |