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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,527 | $106,028+35.4% | $146,958-2.3% | $77,643+84.9% |
| Participation rate | 97.8% | 78.4%+19.4pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | -9.25% | 56.73%-66.0pp | 418.34%-427.6pp | 31.24%-40.5pp |
| Employer contribution / active EE | $42,003 | $4,063+933.8% | $4,933+751.5% | $2,726+1440.9% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $8,715 | $337+2482.4% | $12,998-33.0% | $430+1924.8% |